True Wealth Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, True Wealth Advisors, LLC holds 3,919 shares of BLV stock, worth $274,486. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,919
Previous 3,750
4.51%
Holding current value
$274,486
Previous $281,000
4.63%
% of portfolio
0.1%
Previous 0.1%
Shares
17 transactions
Others Institutions Holding BLV
# of Institutions
400Shares Held
70.8MCall Options Held
17.1KPut Options Held
28.2K-
Wealthfront Advisers LLC30.4MShares$2.13 Billion1.73% of portfolio
-
Envestnet Asset Management Inc9.11MShares$638 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$220 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.35MShares$164 Million0.58% of portfolio
-
Lincoln National Corp2.31MShares$162 Million5.09% of portfolio