Invenio Wealth Partners LLC Vanguard Bd Index Fd Inc Long Transaction History
Invenio Wealth Partners LLC
- $239 Billion
- Q4 2024
A detailed history of Invenio Wealth Partners LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 17,687 shares of BLV stock, worth $1.27 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
17,687
Previous 14,810
19.43%
Holding current value
$1.27 Million
Previous $1.11 Billion
8.72%
% of portfolio
0.51%
Previous 0.48%
Shares
5 transactions
Others Institutions Holding BLV
# of Institutions
400Shares Held
70.8MCall Options Held
17.1KPut Options Held
28.2K-
Wealthfront Advisers LLC30.4MShares$2.17 Billion1.73% of portfolio
-
Envestnet Asset Management Inc9.11MShares$652 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$224 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.35MShares$168 Million0.58% of portfolio
-
Lincoln National Corp2.31MShares$166 Million5.09% of portfolio