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 $574,083. This represents 0.26% of its overall portfolio holdings.
Number of Shares
8,302
Previous 8,032
3.36%
Holding current value
$574,083
Previous $594 Million
5.03%
% of portfolio
0.26%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding BLV
# of Institutions
386Shares Held
42.4MCall Options Held
27.4KPut Options Held
158K-
Envestnet Asset Management Inc9.2MShares$636 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.36MShares$232 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.53MShares$175 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.31MShares$160 Million0.62% of portfolio
-
Lincoln National Corp2.13MShares$147 Million5.15% of portfolio