Planned Solutions, Inc. Vanguard Bd Index Fd Inc Long Transaction History

Planned Solutions, Inc.

$245 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 29, 2021	SELL	$96.21 - $109.25 $31,268 - $35,506	-325 Closed	0 $0
Q3 2020 Nov 06, 2020	BUY	$111.25 - $117.53 $36,156 - $38,197	325 New	325 $36,000

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

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