Evergreen Wealth Management, LLC Vanguard Bd Index Fd Inc Long Transaction History
Evergreen Wealth Management, LLC
- $169 Billion
- Q4 2024
A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 100,904 shares of BLV stock, worth $6.79 Million. This represents 4.08% of its overall portfolio holdings.
Number of Shares
100,904
Previous 98,107
2.85%
Holding current value
$6.79 Million
Previous $7.37 Billion
6.37%
% of portfolio
4.08%
Previous 4.44%
Shares
6 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