United Capital Financial Advisers, LLC Vanguard Bd Index Fd Inc Long Put Options Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding BLV

# of Institutions

384

Shares Held

42M

Call Options Held

28.5K

Put Options Held

141K

Envestnet Asset Management Inc

9.12M
Shares

$650 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.89M
Shares

$278 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

2.37M
Shares

$169 Million
0.08% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.28M
Shares

$163 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$152 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

Ticker BLV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.