Marcum Wealth, LLC Vanguard Bd Index Fd Inc Long Transaction History
Marcum Wealth, LLC
- $1.14 Billion
- Q4 2024
A detailed history of Marcum Wealth, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Marcum Wealth, LLC holds 7,964 shares of BLV stock, worth $557,400. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,964
Previous 8,181
2.65%
Holding current value
$557,400
Previous $614,000
11.4%
% of portfolio
0.05%
Previous 0.06%
Shares
21 transactions
Others Institutions Holding BLV
# of Institutions
401Shares Held
40.5MCall Options Held
17.1KPut Options Held
28.2K-
Envestnet Asset Management Inc9.11MShares$638 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$219 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.35MShares$164 Million0.58% of portfolio
-
Lincoln National Corp2.31MShares$162 Million5.09% of portfolio
-
Wells Fargo & Company San Francisco, CA2.26MShares$158 Million0.04% of portfolio