L.M. Kohn & Company Vanguard Bd Index Fd Inc Long Transaction History

L.M. Kohn & Company

$365 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$76.82 - $91.91 $187,440 - $224,260	-2,440 Closed	0 $0
Q1 2022 May 25, 2022	BUY	$89.51 - $101.14 $218,404 - $246,781	2,440 New	2,440 $224,000

Others Institutions Holding BLV

# of Institutions

385

Shares Held

40.9M

Call Options Held

28.5K

Put Options Held

70.5K

Envestnet Asset Management Inc

9.12M
Shares

$688 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.89M
Shares

$294 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

2.37M
Shares

$179 Million
0.08% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.28M
Shares

$172 Million
0.62% of portfolio
Lincoln National Corp

2.16M
Shares

$162 Million
5.12% of portfolio

About VANGUARD BD INDEX FD INC LONG

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