Evergreen Wealth Management, LLC Vanguard Bd Index Fd Inc Long Transaction History
Evergreen Wealth Management, LLC
- $167 Billion
- Q1 2025
A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 105,921 shares of BLV stock, worth $7.28 Million. This represents 4.45% of its overall portfolio holdings.
Number of Shares
105,921
Previous 100,904
4.97%
Holding current value
$7.28 Million
Previous $6.9 Billion
8.02%
% of portfolio
4.45%
Previous 4.08%
Shares
7 transactions
Others Institutions Holding BLV
# of Institutions
409Shares Held
48.6MCall Options Held
70.4KPut Options Held
11.5K-
Envestnet Asset Management Inc9.5MShares$653 Million0.22% of portfolio
-
Beacon Capital Management, Inc.5.36MShares$369 Million19.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.74MShares$189 Million0.08% of portfolio
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Lincoln National Corp2.38MShares$164 Million5.4% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.26MShares$155 Million0.64% of portfolio