Richard W. Paul & Associates, LLC Vanguard Bd Index Fd Inc Long Transaction History
Richard W. Paul & Associates, LLC
- $275 Billion
- Q4 2024
A detailed history of Richard W. Paul & Associates, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 1,364 shares of BLV stock, worth $96,434. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,364
Previous 1,200
13.67%
Holding current value
$96,434
Previous $90.2 Million
3.48%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding BLV
# of Institutions
400Shares Held
70.8MCall Options Held
17.1KPut Options Held
28.2K-
Wealthfront Advisers LLC30.4MShares$2.15 Billion1.73% of portfolio
-
Envestnet Asset Management Inc9.11MShares$644 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$222 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.35MShares$166 Million0.58% of portfolio
-
Lincoln National Corp2.31MShares$164 Million5.09% of portfolio