Forum Financial Management, LP Vanguard Bd Index Fd Inc Long Put Options Transaction History

Forum Financial Management, LP

$5.24 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding BLV

# of Institutions

384

Shares Held

42M

Call Options Held

28.5K

Put Options Held

141K

Envestnet Asset Management Inc

9.12M
Shares

$650 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.89M
Shares

$278 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

2.37M
Shares

$169 Million
0.08% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.28M
Shares

$163 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$152 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

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