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 $969,455. This represents 0.27% of its overall portfolio holdings.
Number of Shares
13,947
Previous 20,379
31.56%
Holding current value
$969,455
Previous $1.63 Million
38.22%
% of portfolio
0.27%
Previous 0.43%
Shares
4 transactions
Others Institutions Holding BLV
# of Institutions
390Shares Held
73MCall Options Held
27.4KPut Options Held
37.7K-
Wealthfront Advisers LLC30.4MShares$2.11 Billion1.73% of portfolio
-
Envestnet Asset Management Inc9.2MShares$640 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.36MShares$234 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.53MShares$176 Million0.09% of portfolio
-
Lincoln National Corp2.31MShares$161 Million5.09% of portfolio