Gladstone Institutional Advisory LLC Vanguard Bd Index Fd Inc Long Transaction History

Gladstone Institutional Advisory LLC

$2 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$72.23 - $78.61 $204,627 - $222,702	2,833 New	2,833 $217,000

Others Institutions Holding BLV

# of Institutions

387

Shares Held

42.8M

Call Options Held

27.4K

Put Options Held

158K

Envestnet Asset Management Inc

9.2M
Shares

$662 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$242 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$182 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.31M
Shares

$167 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$153 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

Ticker BLV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gladstone Institutional Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.