Capital Advisors Wealth Management, LLC Vanguard Bd Index Fd Inc Long Transaction History
Capital Advisors Wealth Management, LLC
- $623 Million
- Q2 2025
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 279,916 shares of BLV stock, worth $19.4 Million. This represents 3.12% of its overall portfolio holdings.
Number of Shares
279,916
Previous 231,024
21.16%
Holding current value
$19.4 Million
Previous $16.3 Million
19.65%
% of portfolio
3.12%
Previous 2.9%
Shares
15 transactions
Others Institutions Holding BLV
# of Institutions
399Shares Held
51.3MCall Options Held
50.6KPut Options Held
11.1K-
Envestnet Asset Management Inc10.1MShares$695 Million0.21% of portfolio
-
Beacon Capital Management, Inc.5.36MShares$371 Million19.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.68MShares$254 Million0.09% of portfolio
-
Lincoln National Corp2.4MShares$166 Million5.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.26MShares$156 Million0.64% of portfolio