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 $415,851. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,516
Previous 5,541
0.45%
Holding current value
$415,851
Previous $401 Million
3.25%
% of portfolio
0.25%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding BLV
# of Institutions
385Shares Held
40.9MCall Options Held
28.5KPut Options Held
70.5K-
Envestnet Asset Management Inc9.12MShares$688 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.89MShares$294 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.37MShares$179 Million0.08% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.28MShares$172 Million0.62% of portfolio
-
Lincoln National Corp2.16MShares$162 Million5.12% of portfolio