Afg Fiduciary Services Limited Partnership Vanguard Bd Index Fd Inc Long Transaction History

Afg Fiduciary Services Limited Partnership

$313 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$76.82 - $91.91 $721,954 - $863,770	-9,398 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$89.51 - $101.14 $648,768 - $733,062	7,248 Added 337.12%	9,398 $762,000
Q4 2021 Feb 11, 2022	BUY	$100.51 - $106.41 $216,096 - $228,781	2,150 New	2,150 $221,000

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

$632 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$231 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$174 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.31M
Shares

$159 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$146 Million
5.15% of portfolio

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