Centered Wealth LLC Dba Miller Equity Capital Advisors Vanguard Bd Index Fd Inc Long Transaction History

Centered Wealth LLC Dba Miller Equity Capital Advisors

$256 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Jan 19, 2022	SELL	$91.55 - $114.49 $286,551 - $358,353	-3,130 Closed	0 $0
Q4 2019 Jan 14, 2022	BUY	$98.83 - $104.1 $309,337 - $325,833	3,130 New	3,130 $314,000

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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