Soa Wealth Advisors, Llc. Vanguard Bd Index Fd Inc Long Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
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 $207. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3
Previous 3
-0.0%
Holding current value
$207
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BLV
# of Institutions
406Shares Held
46.8MCall Options Held
70.4KPut Options Held
11.5K-
Envestnet Asset Management Inc9.5MShares$656 Million0.22% of portfolio
-
Beacon Capital Management, Inc.5.36MShares$370 Million19.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.74MShares$189 Million0.08% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.39MShares$165 Million0.71% of portfolio
-
Lincoln National Corp2.38MShares$164 Million5.4% of portfolio