Safir Wealth Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History
Safir Wealth Advisors, LLC
- $122 Million
- Q2 2024
A detailed history of Safir Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 81,531 shares of BLV stock, worth $5.82 Million. This represents 4.7% of its overall portfolio holdings.
Number of Shares
81,531
Previous 86,733
6.0%
Holding current value
$5.82 Million
Previous $6.27 Million
8.66%
% of portfolio
4.7%
Previous 5.15%
Shares
15 transactions
Others Institutions Holding BLV
# of Institutions
379Shares Held
42.1MCall Options Held
20.1KPut Options Held
17.9K-
Envestnet Asset Management Inc9.61MShares$685 Million0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA4.38MShares$313 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.39MShares$171 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.28MShares$163 Million0.62% of portfolio
-
Lincoln National Corp2.16MShares$154 Million5.12% of portfolio