Sugarloaf Wealth Management, LLC Vanguard Bd Index Fd Inc Long Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 666 shares of BLV stock, worth $47,932. This represents 0.01% of its overall portfolio holdings.
Number of Shares
666
Previous 1,012
34.19%
Holding current value
$47,932
Previous $76,000
40.79%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding BLV
# of Institutions
406Shares Held
47.1MCall 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, PA2.27MShares$164 Million0.68% of portfolio
-
Wells Fargo & Company San Francisco, CA2.01MShares$145 Million0.03% of portfolio