Evergreen Wealth Management, LLC Vanguard Bd Index Fd Inc Long Transaction History
Evergreen Wealth Management, LLC
- $151 Billion
- Q2 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 57,742 shares of BLV stock, worth $4.33 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
57,742
Previous 57,742
-0.0%
Holding current value
$4.33 Million
Previous $4.18 Billion
2.82%
% of portfolio
2.69%
Previous 2.83%
Shares
4 transactions
Others Institutions Holding BLV
# of Institutions
385Shares Held
40.9MCall Options Held
28.5KPut Options Held
70.5K-
Envestnet Asset Management Inc9.12MShares$684 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.89MShares$292 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.37MShares$178 Million0.08% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.28MShares$171 Million0.62% of portfolio
-
Lincoln National Corp2.16MShares$162 Million5.12% of portfolio