Asset Allocation & Management Company, LLC Vanguard Bd Index Fd Inc Long Transaction History

Asset Allocation & Management Company, LLC

$159 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 15, 2021	SELL	$102.33 - $106.66 $405,226 - $422,373	-3,960 Closed	0 $0
Q4 2019 Nov 13, 2020	BUY	$98.83 - $104.1 $391,366 - $412,236	3,960 New	3,960 $397,000

Others Institutions Holding BLV

# of Institutions

384

Shares Held

42.8M

Call Options Held

27.4K

Put Options Held

158K

Envestnet Asset Management Inc

9.2M
Shares

$647 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$236 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$178 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.31M
Shares

$163 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$150 Million
5.15% of portfolio

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