Simplicity Wealth,Llc Vanguard Bd Index Fd Inc Long Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding BLV
# of Institutions
408Shares Held
47MCall Options Held
41.1KPut Options Held
11.1K-
Envestnet Asset Management Inc10.1MShares$723 Million0.21% of portfolio
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Lpl Financial LLC Fort Mill, SC3.68MShares$265 Million0.09% of portfolio
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Lincoln National Corp2.4MShares$173 Million5.09% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.26MShares$162 Million0.64% of portfolio
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Wells Fargo & Company San Francisco, CA2.01MShares$145 Million0.03% of portfolio