True Wealth Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History
True Wealth Advisors, LLC
- $240 Million
- Q1 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 3,987 shares of BLV stock, worth $282,997. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,987
Previous 4,159
4.14%
Holding current value
$282,997
Previous $310,000
7.1%
% of portfolio
0.12%
Previous 0.13%
Shares
14 transactions
Others Institutions Holding BLV
# of Institutions
376Shares Held
42.3MCall Options Held
20.1KPut Options Held
17.9K-
Envestnet Asset Management Inc9.61MShares$682 Million0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA4.38MShares$311 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.39MShares$170 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.27MShares$161 Million0.65% of portfolio
-
Lincoln National Corp2.09MShares$148 Million2.41% of portfolio