Carolina Wealth Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History
Carolina Wealth Advisors, LLC
- $221 Million
- Q3 2025
A detailed history of Carolina Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 10,655 shares of BLV stock, worth $766,840. This represents 0.34% of its overall portfolio holdings.
Number of Shares
10,655
Previous 353,977
96.99%
Holding current value
$766,840
Previous $24.6 Million
96.94%
% of portfolio
0.34%
Previous 12.58%
Shares
12 transactions
Others Institutions Holding BLV
# of Institutions
407Shares Held
46.8MCall Options Held
41.1KPut Options Held
11.1K-
Envestnet Asset Management Inc10.1MShares$723 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.68MShares$265 Million0.09% of portfolio
-
Lincoln National Corp2.4MShares$173 Million5.09% of portfolio
-
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