Capital Advisors Wealth Management, LLC Vanguard Bd Index Fd Inc Long Transaction History
Capital Advisors Wealth Management, LLC
- $504 Million
- Q2 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 231,666 shares of BLV stock, worth $17.5 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
231,666
Previous 226,477
2.29%
Holding current value
$17.5 Million
Previous $16.4 Million
0.6%
% of portfolio
3.23%
Previous 3.4%
Shares
11 transactions
Others Institutions Holding BLV
# of Institutions
385Shares Held
40.9MCall Options Held
28.5KPut Options Held
70.5K-
Envestnet Asset Management Inc9.12MShares$688 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.89MShares$294 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.37MShares$179 Million0.08% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.28MShares$172 Million0.62% of portfolio
-
Lincoln National Corp2.16MShares$162 Million5.12% of portfolio