Luminvest Wealth Management LLC Vanguard Bd Index Fd Inc Long Transaction History
Luminvest Wealth Management LLC
- $248 Billion
- Q4 2024
A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 8,407 shares of BLV stock, worth $584,370. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,407
Previous 8,302
1.26%
Holding current value
$584,370
Previous $624 Million
7.82%
% of portfolio
0.23%
Previous 0.26%
Shares
5 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
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.35MShares$163 Million0.58% of portfolio