Forthright Family Wealth Advisory LLC Vanguard Bd Index Fd Inc Long Transaction History
Forthright Family Wealth Advisory LLC
- $156 Billion
- Q3 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 3,502 shares of BLV stock, worth $242,163. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,502
Previous 5,516
36.51%
Holding current value
$242,163
Previous $388 Million
34.21%
% of portfolio
0.16%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding BLV
# of Institutions
386Shares Held
42.4MCall Options Held
27.4KPut Options Held
158K-
Envestnet Asset Management Inc9.2MShares$636 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.36MShares$232 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.53MShares$175 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.31MShares$160 Million0.62% of portfolio
-
Lincoln National Corp2.13MShares$147 Million5.15% of portfolio