Forthright Family Wealth Advisory LLC Vanguard Bd Index Fd Inc Long Transaction History
Forthright Family Wealth Advisory LLC
- $156 Billion
- Q3 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 3,502 shares of BLV stock, worth $241,743. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,502
Previous 5,516
36.51%
Holding current value
$241,743
Previous $388 Million
34.21%
% of portfolio
0.16%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding BLV
# of Institutions
396Shares Held
70.7MCall Options Held
17.1KPut Options Held
28.2K-
Wealthfront Advisers LLC30.4MShares$2.1 Billion1.73% of portfolio
-
Envestnet Asset Management Inc9.11MShares$629 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$216 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.35MShares$162 Million0.58% of portfolio
-
Lincoln National Corp2.31MShares$160 Million5.09% of portfolio