Luminvest Wealth Management LLC Vanguard Bd Index Fd Inc Long Transaction History
Luminvest Wealth Management LLC
- $248 Billion
- Q4 2024
A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 8,407 shares of BLV stock, worth $601,604. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,407
Previous 8,302
1.26%
Holding current value
$601,604
Previous $624 Million
7.82%
% of portfolio
0.23%
Previous 0.26%
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