Kcm Investment Advisors LLC Vanguard Bd Index Fd Inc Long Transaction History

Kcm Investment Advisors LLC

$2.91 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 09, 2018	SELL	N/A	-4,025 Closed	0 $0
Q4 2017 Feb 22, 2018	BUY	N/A	4,025	4,025 $383,000

Others Institutions Holding BLV

# of Institutions

381

Shares Held

41.5M

Call Options Held

27.4K

Put Options Held

158K

Envestnet Asset Management Inc

9.2M
Shares

$630 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$230 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$173 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.31M
Shares

$158 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$146 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

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