Liberty Wealth Management LLC Vanguard Bd Index Fd Inc Long Transaction History
Liberty Wealth Management LLC
- $578 Million
- Q4 2024
A detailed history of Liberty Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Liberty Wealth Management LLC holds 63,307 shares of BLV stock, worth $4.43 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
63,307
Previous 57,531
10.04%
Holding current value
$4.43 Million
Previous $4.32 Million
0.19%
% of portfolio
0.75%
Previous 0.76%
Shares
21 transactions
Others Institutions Holding BLV
# of Institutions
400Shares Held
70.8MCall Options Held
17.1KPut Options Held
28.2K-
Wealthfront Advisers LLC30.4MShares$2.13 Billion1.73% of portfolio
-
Envestnet Asset Management Inc9.11MShares$638 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$220 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.35MShares$164 Million0.58% of portfolio
-
Lincoln National Corp2.31MShares$162 Million5.09% of portfolio