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 $46,380. This represents 0.01% of its overall portfolio holdings.
Number of Shares
666
Previous 1,012
34.19%
Holding current value
$46,380
Previous $76,000
40.79%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding BLV
# of Institutions
393Shares Held
70.8MCall Options Held
17KPut Options Held
37.1K-
Wealthfront Advisers LLC30.4MShares$2.11 Billion1.73% of portfolio
-
Envestnet Asset Management Inc9.11MShares$634 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$218 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.35MShares$163 Million0.58% of portfolio
-
Lincoln National Corp2.31MShares$161 Million5.09% of portfolio