Retirement Wealth Solutions LLC Vanguard Bd Index Fd Inc Long Transaction History
Retirement Wealth Solutions LLC
- $124 Billion
- Q1 2025
A detailed history of Retirement Wealth Solutions LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Retirement Wealth Solutions LLC holds 34,779 shares of BLV stock, worth $2.43 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
34,779
Previous 32,790
6.07%
Holding current value
$2.43 Million
Previous $2.2 Billion
11.33%
% of portfolio
1.98%
Previous 1.86%
Shares
2 transactions
Others Institutions Holding BLV
# of Institutions
401Shares Held
40.5MCall 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