J.W. Cole Advisors, Inc. Vanguard Bd Index Fd Inc Long Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 22,518 shares of BLV stock, worth $1.55 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
22,518
Previous 19,615
14.8%
Holding current value
$1.55 Million
Previous $1.38 Million
22.79%
% of portfolio
0.07%
Previous 0.07%
Shares
21 transactions
Others Institutions Holding BLV
# of Institutions
386Shares Held
42.4MCall Options Held
27.4KPut Options Held
158K-
Envestnet Asset Management Inc9.2MShares$632 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.36MShares$231 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.53MShares$174 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.31MShares$159 Million0.62% of portfolio
-
Lincoln National Corp2.13MShares$146 Million5.15% of portfolio