Soa Wealth Advisors, Llc. Vanguard Bd Index Fd Inc Long Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 3 shares of BLV stock, worth $220. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3
Previous 3
-0.0%
Holding current value
$220
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BLV
# of Institutions
383Shares Held
41.2MCall Options Held
28.5KPut Options Held
119K-
Envestnet Asset Management Inc9.12MShares$671 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.89MShares$286 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.37MShares$174 Million0.08% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.28MShares$168 Million0.62% of portfolio
-
Lincoln National Corp2.16MShares$158 Million5.12% of portfolio