Soa Wealth Advisors, Llc. Vanguard Bd Index Fd Inc Long Transaction History
Soa Wealth Advisors, Llc.
- $960 Million
- Q3 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 $215. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3
Previous 3
-0.0%
Holding current value
$215
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BLV
# of Institutions
408Shares Held
46.7MCall Options Held
41.1KPut Options Held
11.1K-
Envestnet Asset Management Inc10.1MShares$723 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.68MShares$265 Million0.09% of portfolio
-
Lincoln National Corp2.4MShares$173 Million5.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.26MShares$162 Million0.64% of portfolio
-
Wells Fargo & Company San Francisco, CA2.01MShares$145 Million0.03% of portfolio