Svb Wealth LLC Vanguard Bd Index Fd Inc Long Transaction History

Svb Wealth LLC

$117 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$76.82 - $91.91 $1,920 - $2,297	-25 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$89.51 - $101.14 $2,237 - $2,528	25 New	25 $2,000

Others Institutions Holding BLV

# of Institutions

386

Shares Held

42.4M

Call Options Held

27.4K

Put Options Held

158K

Envestnet Asset Management Inc

9.2M
Shares

$628 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$229 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$173 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.31M
Shares

$158 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$145 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

Ticker BLV
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