Compass Ion Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History
Compass Ion Advisors, LLC
- $773 Million
- Q4 2024
A detailed history of Compass Ion Advisors, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 3,171 shares of BLV stock, worth $223,333. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,171
Previous 3,171
-0.0%
Holding current value
$223,333
Previous $238,000
9.24%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding BLV
# of Institutions
400Shares Held
70.8MCall Options Held
17.1KPut Options Held
28.2K-
Wealthfront Advisers LLC30.4MShares$2.14 Billion1.73% of portfolio
-
Envestnet Asset Management Inc9.11MShares$642 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$221 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.35MShares$165 Million0.58% of portfolio
-
Lincoln National Corp2.31MShares$163 Million5.09% of portfolio