Outlook Wealth Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History
Outlook Wealth Advisors, LLC
- $288 Million
- Q3 2024
A detailed history of Outlook Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 8,947 shares of BLV stock, worth $614,837. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,947
Previous 8,785
1.84%
Holding current value
$614,837
Previous $617,000
8.91%
% of portfolio
0.23%
Previous 0.22%
Shares
13 transactions
Others Institutions Holding BLV
# of Institutions
386Shares Held
42.4MCall Options Held
27.4KPut Options Held
158K-
Envestnet Asset Management Inc9.2MShares$632 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.36MShares$231 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.53MShares$174 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.31MShares$159 Million0.62% of portfolio
-
Lincoln National Corp2.13MShares$146 Million5.15% of portfolio