Center For Financial Planning, Inc. Vanguard Bd Index Fd Inc Long Transaction History

Center For Financial Planning, Inc.

$736 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	BUY	$63.1 - $75.48 $37,860 - $45,288	600 New	600 $44,000

Others Institutions Holding BLV

# of Institutions

385

Shares Held

42.8M

Call Options Held

27.4K

Put Options Held

158K

Envestnet Asset Management Inc

9.2M
Shares

$645 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$236 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$178 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.31M
Shares

$162 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$149 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

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