Marks Wealth, LLC Vanguard Bd Index Fd Inc Long Transaction History

Marks Wealth, LLC

$233 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 12, 2021	SELL	$96.21 - $109.25 $182,317 - $207,028	-1,895 Closed	0 $0
Q4 2020 Mar 23, 2021	BUY	$108.9 - $113.64 $206,365 - $215,347	1,895 New	1,895 $208,000

Others Institutions Holding BLV

# of Institutions

384

Shares Held

42.8M

Call Options Held

27.4K

Put Options Held

158K

Envestnet Asset Management Inc

9.2M
Shares

$647 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$236 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$178 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.31M
Shares

$163 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$150 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

Ticker BLV
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