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 $4.29 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
60,970Holding current value
$4.29 Million% of portfolio
2.95%Shares
1 transactions
Others Institutions Holding BLV
# of Institutions
384Shares Held
42.8MCall Options Held
27.4KPut Options Held
158K-
Envestnet Asset Management Inc9.2MShares$647 Million0.23% of portfolio
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Wells Fargo & Company San Francisco, CA3.36MShares$236 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC2.53MShares$178 Million0.09% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.31MShares$163 Million0.62% of portfolio
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Lincoln National Corp2.13MShares$150 Million5.15% of portfolio