Bennett Associates Wealth Management Vanguard Bd Index Fd Inc Long Transaction History
Bennett Associates Wealth Management
- $122 Billion
- Q3 2024
A detailed history of Bennett Associates Wealth Management transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Bennett Associates Wealth Management holds 13,793 shares of BLV stock, worth $925,372. This represents 0.85% of its overall portfolio holdings.
Number of Shares
13,793
Previous 13,590
1.49%
Holding current value
$925,372
Previous $955 Million
8.54%
% of portfolio
0.85%
Previous 0.86%
Shares
4 transactions
Others Institutions Holding BLV
# of Institutions
385Shares Held
42.2MCall Options Held
27.4KPut Options Held
158K-
Envestnet Asset Management Inc9.2MShares$617 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.36MShares$225 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.53MShares$170 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.31MShares$155 Million0.62% of portfolio
-
Lincoln National Corp2.13MShares$143 Million5.15% of portfolio