Luminvest Wealth Management LLC Vanguard Bd Index Fd Inc Long Transaction History
Luminvest Wealth Management LLC
- $241 Billion
- Q3 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 8,302 shares of BLV stock, worth $592,181. This represents 0.26% of its overall portfolio holdings.
Number of Shares
8,302
Previous 8,032
3.36%
Holding current value
$592,181
Previous $594 Million
5.03%
% of portfolio
0.26%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding BLV
# of Institutions
384Shares Held
42MCall Options Held
28.5KPut Options Held
141K-
Envestnet Asset Management Inc9.12MShares$651 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.89MShares$278 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.37MShares$169 Million0.08% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.28MShares$163 Million0.62% of portfolio
-
Lincoln National Corp2.13MShares$152 Million5.15% of portfolio