Creative One Wealth, LLC Vanguard Bd Index Fd Inc Long Transaction History
Creative One Wealth, LLC
- $2.51 Billion
- Q1 2024
A detailed history of Creative One Wealth, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Creative One Wealth, LLC holds 199,006 shares of BLV stock, worth $14 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
199,006
Previous 160,633
23.89%
Holding current value
$14 Million
Previous $12 Million
20.15%
% of portfolio
0.57%
Previous 0.77%
Shares
26 transactions
Others Institutions Holding BLV
# of Institutions
376Shares Held
42.3MCall Options Held
20.1KPut Options Held
17.9K-
Envestnet Asset Management Inc9.61MShares$675 Million0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA4.38MShares$308 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.39MShares$168 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.27MShares$160 Million0.65% of portfolio
-
Lincoln National Corp2.09MShares$147 Million2.41% of portfolio