Carolina Wealth Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History
Carolina Wealth Advisors, LLC
- $179 Million
- Q4 2024
A detailed history of Carolina Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 358,212 shares of BLV stock, worth $24.1 Million. This represents 13.71% of its overall portfolio holdings.
Number of Shares
358,212
Previous 357,913
0.08%
Holding current value
$24.1 Million
Previous $26.9 Million
8.89%
% of portfolio
13.71%
Previous 14.2%
Shares
9 transactions
Others Institutions Holding BLV
# of Institutions
400Shares Held
40.8MCall Options Held
17.1KPut Options Held
28.2K-
Envestnet Asset Management Inc9.11MShares$613 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$211 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.39MShares$161 Million0.71% of portfolio
-
Lincoln National Corp2.31MShares$156 Million5.09% of portfolio
-
Wells Fargo & Company San Francisco, CA2.26MShares$152 Million0.04% of portfolio