Capital Wealth Planning, LLC Vanguard Bd Index Fd Inc Long Transaction History

Capital Wealth Planning, LLC

$9.48 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 12, 2019	SELL	$98.92 - $103.09 $210,205 - $219,066	-2,125 Closed	0 $0
Q2 2019 Aug 02, 2019	BUY	N/A	2,125 New	2,125 $206,000

Others Institutions Holding BLV

# of Institutions

385

Shares Held

40.9M

Call Options Held

28.5K

Put Options Held

70.5K

Envestnet Asset Management Inc

9.12M
Shares

$688 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.89M
Shares

$294 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

2.37M
Shares

$179 Million
0.08% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.28M
Shares

$172 Million
0.62% of portfolio
Lincoln National Corp

2.16M
Shares

$162 Million
5.12% of portfolio

About VANGUARD BD INDEX FD INC LONG

Ticker BLV
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