Outlook Wealth Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History
Outlook Wealth Advisors, LLC
- $289 Million
- Q4 2024
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 9,041 shares of BLV stock, worth $632,779. This represents 0.21% of its overall portfolio holdings.
Number of Shares
9,041
Previous 8,947
1.05%
Holding current value
$632,779
Previous $672,000
8.04%
% of portfolio
0.21%
Previous 0.23%
Shares
14 transactions
Others Institutions Holding BLV
# of Institutions
402Shares Held
40.6MCall Options Held
17.1KPut Options Held
28.2K-
Envestnet Asset Management Inc9.11MShares$638 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$219 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.35MShares$164 Million0.58% of portfolio
-
Lincoln National Corp2.31MShares$162 Million5.09% of portfolio
-
Wells Fargo & Company San Francisco, CA2.26MShares$158 Million0.04% of portfolio