Forthright Family Wealth Advisory LLC Vanguard Bd Index Fd Inc Long Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 5,516 shares of BLV stock, worth $387,829. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,516
Previous 5,541
0.45%
Holding current value
$387,829
Previous $401 Million
3.25%
% of portfolio
0.25%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding BLV
# of Institutions
384Shares Held
42.8MCall Options Held
27.4KPut Options Held
158K-
Envestnet Asset Management Inc9.2MShares$647 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.36MShares$236 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.53MShares$178 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.31MShares$163 Million0.62% of portfolio
-
Lincoln National Corp2.13MShares$150 Million5.15% of portfolio