Centered Wealth LLC Dba Miller Equity Capital Advisors Vanguard Bd Index Fd Inc Long Transaction History
Centered Wealth LLC Dba Miller Equity Capital Advisors
- $240 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding BLV
# of Institutions
387Shares Held
40.9MCall Options Held
28.5KPut Options Held
70.5K-
Envestnet Asset Management Inc9.12MShares$672 Million0.23% of portfolio
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Wells Fargo & Company San Francisco, CA3.89MShares$287 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC2.37MShares$175 Million0.08% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.28MShares$168 Million0.62% of portfolio
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Lincoln National Corp2.16MShares$159 Million5.12% of portfolio