Evergreen Wealth Management, LLC Vanguard Bd Index Fd Inc Long Transaction History
Evergreen Wealth Management, LLC
- $166 Billion
- Q3 2024
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 98,107 shares of BLV stock, worth $6.76 Million. This represents 4.44% of its overall portfolio holdings.
Number of Shares
98,107
Previous 57,742
69.91%
Holding current value
$6.76 Million
Previous $4.06 Billion
81.7%
% of portfolio
4.44%
Previous 2.69%
Shares
5 transactions
Others Institutions Holding BLV
# of Institutions
382Shares Held
41.5MCall Options Held
27.4KPut Options Held
158K-
Envestnet Asset Management Inc9.2MShares$634 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.36MShares$231 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC2.53MShares$175 Million0.09% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.31MShares$159 Million0.62% of portfolio
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Lincoln National Corp2.13MShares$147 Million5.15% of portfolio