Level Financial Advisors, Inc. Vanguard Bd Index Fd Inc Long Transaction History
Level Financial Advisors, Inc.
- $297 Million
- Q2 2025
A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 46,773 shares of BLV stock, worth $3.23 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
46,773
Previous 42,792
9.3%
Holding current value
$3.23 Million
Previous $3 Million
8.58%
% of portfolio
1.09%
Previous 1.11%
Shares
14 transactions
Others Institutions Holding BLV
# of Institutions
399Shares Held
51.3MCall Options Held
50.6KPut Options Held
11.1K-
Envestnet Asset Management Inc10.1MShares$695 Million0.21% of portfolio
-
Beacon Capital Management, Inc.5.36MShares$371 Million19.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.68MShares$254 Million0.09% of portfolio
-
Lincoln National Corp2.4MShares$166 Million5.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.26MShares$156 Million0.64% of portfolio