Sugarloaf Wealth Management, LLC Vanguard Bd Index Fd Inc Long Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,012 shares of BLV stock, worth $69,544. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,012
Previous 819
23.57%
Holding current value
$69,544
Previous $57,000
33.33%
% of portfolio
0.02%
Previous 0.01%
Shares
4 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