Outlook Wealth Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History
Outlook Wealth Advisors, LLC
- $331 Million
- Q3 2025
A detailed history of Outlook Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 9,146 shares of BLV stock, worth $658,237. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,146
              Previous 9,093
              
        
           0.58%
        
      
          
        Holding current value
$658,237
            Previous $632,000
            
        
           2.37%
        
      
          
        % of portfolio
0.2%
            Previous 0.2%
          
        Shares
	  16 transactions
	
  Others Institutions Holding BLV
# of Institutions
407Shares Held
47MCall Options Held
41.1KPut Options Held
11.1K- 
    
      Envestnet Asset Management Inc10.1MShares$723 Million0.21% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC3.68MShares$265 Million0.09% of portfolio
- 
    
      Lincoln National Corp2.4MShares$173 Million5.09% of portfolio
- 
    
      Envestnet Portfolio Solutions, Inc. Berwyn, PA2.27MShares$164 Million0.68% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA2.01MShares$145 Million0.03% of portfolio