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

Centered Wealth LLC Dba Miller Equity Capital Advisors

$261 Million
Q4 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

398

Shares Held

70.8M

Call Options Held

17.1K

Put Options Held

28.2K

Wealthfront Advisers LLC

30.4M
Shares

$2.17 Billion
1.73% of portfolio
Envestnet Asset Management Inc

9.11M
Shares

$650 Million
0.21% of portfolio
Lpl Financial LLC Fort Mill, SC

3.14M
Shares

$224 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.35M
Shares

$167 Million
0.58% of portfolio
Lincoln National Corp

2.31M
Shares

$165 Million
5.09% of portfolio

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About VANGUARD BD INDEX FD INC LONG

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