Surevest, LLC Vanguard Bd Index Fd Inc Long Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Surevest, LLC holds 13,947 shares of BLV stock, worth $958,716. This represents 0.27% of its overall portfolio holdings.
Number of Shares
13,947
Previous 20,379
31.56%
Holding current value
$958,716
Previous $1.63 Million
38.22%
% of portfolio
0.27%
Previous 0.43%
Shares
4 transactions
Others Institutions Holding BLV
# of Institutions
386Shares Held
42.4MCall Options Held
27.4KPut Options Held
158K-
Envestnet Asset Management Inc9.2MShares$632 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.36MShares$231 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.53MShares$174 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.31MShares$159 Million0.62% of portfolio
-
Lincoln National Corp2.13MShares$146 Million5.15% of portfolio