Retirement Wealth Solutions LLC Vanguard Bd Index Fd Inc Long Transaction History
Retirement Wealth Solutions LLC
- $137 Billion
- Q2 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 33,734 shares of BLV stock, worth $2.33 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
33,734
Previous 34,779
3.0%
Holding current value
$2.33 Million
Previous $2.45 Billion
4.22%
% of portfolio
1.71%
Previous 1.98%
Shares
3 transactions
Others Institutions Holding BLV
# of Institutions
398Shares Held
51.2MCall Options Held
41.1KPut Options Held
11.1K-
Envestnet Asset Management Inc10.1MShares$695 Million0.21% of portfolio
-
Beacon Capital Management, Inc.5.36MShares$371 Million19.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.68MShares$254 Million0.09% of portfolio
-
Lincoln National Corp2.4MShares$166 Million5.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.26MShares$156 Million0.64% of portfolio