Invenio Wealth Partners LLC Vanguard Bd Index Fd Inc Long Transaction History
Invenio Wealth Partners LLC
- $231 Billion
- Q3 2024
A detailed history of Invenio Wealth Partners LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 14,810 shares of BLV stock, worth $1.01 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
14,810
Previous 12,709
16.53%
Holding current value
$1.01 Million
Previous $893 Million
24.62%
% of portfolio
0.48%
Previous 0.44%
Shares
4 transactions
Others Institutions Holding BLV
# of Institutions
381Shares Held
41.5MCall Options Held
27.4KPut Options Held
158K-
Envestnet Asset Management Inc9.2MShares$628 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.36MShares$229 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.53MShares$173 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.31MShares$158 Million0.62% of portfolio
-
Lincoln National Corp2.13MShares$145 Million5.15% of portfolio