Castleview Partners, LLC Vanguard Bd Index Fd Inc Long Transaction History

Castleview Partners, LLC

$144 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$70.55 - $74.4 $351,762 - $370,958	4,986 New	4,986 $360,000
Q3 2023 Oct 26, 2023	BUY	$66.98 - $75.19 $736 - $827	11 New	11 $0

Others Institutions Holding BLV

# of Institutions

384

Shares Held

42M

Call Options Held

28.5K

Put Options Held

141K

Envestnet Asset Management Inc

9.12M
Shares

$650 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.89M
Shares

$278 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

2.37M
Shares

$169 Million
0.08% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.28M
Shares

$163 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$152 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

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