Carlsbad Wealth Advisory Group, Inc. Vanguard Bd Index Fd Inc Long Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 60,970 shares of BLV stock, worth $4.36 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
60,970Holding current value
$4.36 Million% of portfolio
2.95%Shares
1 transactions
Others Institutions Holding BLV
# of Institutions
400Shares Held
70.8MCall Options Held
17.1KPut Options Held
28.2K-
Wealthfront Advisers LLC30.4MShares$2.17 Billion1.73% of portfolio
-
Envestnet Asset Management Inc9.11MShares$652 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$224 Million0.09% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.35MShares$168 Million0.58% of portfolio
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Lincoln National Corp2.31MShares$166 Million5.09% of portfolio