Surevest, LLC Vanguard Bd Index Fd Inc Long Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Surevest, LLC holds 13,947 shares of BLV stock, worth $978,939. This represents 0.27% of its overall portfolio holdings.
Number of Shares
13,947
Previous 20,379
31.56%
Holding current value
$978,939
Previous $1.63 Million
38.22%
% of portfolio
0.27%
Previous 0.43%
Shares
4 transactions
Others Institutions Holding BLV
# of Institutions
425Shares Held
47.4MCall Options Held
76.2KPut Options Held
12.9K-
Envestnet Asset Management Inc10.7MShares$749 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.99MShares$210 Million0.07% of portfolio
-
Lincoln National Corp2.51MShares$176 Million5.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.27MShares$160 Million0.68% of portfolio
-
Wells Fargo & Company San Francisco, CA1.94MShares$136 Million0.03% of portfolio