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 $4.39 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
60,970Holding current value
$4.39 Million% of portfolio
2.95%Shares
1 transactions
Others Institutions Holding BLV
# of Institutions
399Shares Held
46.7MCall Options Held
41.1KPut Options Held
11.1K-
Envestnet Asset Management Inc10.1MShares$723 Million0.21% of portfolio
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Lpl Financial LLC Fort Mill, SC3.68MShares$265 Million0.09% of portfolio
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Lincoln National Corp2.4MShares$173 Million5.09% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.26MShares$162 Million0.64% of portfolio
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Wells Fargo & Company San Francisco, CA2.01MShares$145 Million0.03% of portfolio