Carlsbad Wealth Advisory Group, Inc. Vanguard Bd Index Fd Inc Long Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 60,970 shares of BLV stock, worth $4.16 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
60,970Holding current value
$4.16 Million% of portfolio
2.95%Shares
1 transactions
Others Institutions Holding BLV
# of Institutions
406Shares Held
46.8MCall Options Held
70.4KPut Options Held
11.5K-
Envestnet Asset Management Inc9.5MShares$649 Million0.22% of portfolio
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Beacon Capital Management, Inc.5.36MShares$366 Million19.37% of portfolio
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Lpl Financial LLC Fort Mill, SC2.74MShares$187 Million0.08% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.39MShares$164 Million0.71% of portfolio
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Lincoln National Corp2.38MShares$163 Million5.4% of portfolio