Montag & Caldwell, LLC Vanguard Bd Index Fd Inc Long Call Options Transaction History

Montag & Caldwell, LLC

$490 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BLV

# of Institutions

386

Shares Held

42.4M

Call Options Held

27.4K

Put Options Held

158K

Envestnet Asset Management Inc

9.2M
Shares

$628 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$229 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$173 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.31M
Shares

$158 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$145 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

Ticker BLV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Montag & Caldwell, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montag & Caldwell, LLC with notifications on news.