Rochester Wealth Strategies, LLC Vanguard Bd Index Fd Inc Long Transaction History
Rochester Wealth Strategies, LLC
- $153 Billion
- Q3 2025
A detailed history of Rochester Wealth Strategies, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Rochester Wealth Strategies, LLC holds 74,201 shares of BLV stock, worth $5.21 Million. This represents 3.44% of its overall portfolio holdings.
Number of Shares
74,201
Previous 60,818
22.0%
Holding current value
$5.21 Million
Previous $4.23 Billion
24.3%
% of portfolio
3.44%
Previous 3.03%
Shares
3 transactions
Others Institutions Holding BLV
# of Institutions
424Shares Held
47.4MCall Options Held
76.2KPut Options Held
12.9K-
Envestnet Asset Management Inc10.7MShares$749 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.99MShares$210 Million0.07% of portfolio
-
Lincoln National Corp2.51MShares$176 Million5.09% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.27MShares$160 Million0.68% of portfolio
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Wells Fargo & Company San Francisco, CA1.94MShares$136 Million0.03% of portfolio