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 $971,269. This represents 0.27% of its overall portfolio holdings.
Number of Shares
13,947
Previous 20,379
31.56%
Holding current value
$971,269
Previous $1.63 Million
38.22%
% of portfolio
0.27%
Previous 0.43%
Shares
4 transactions
Others Institutions Holding BLV
# of Institutions
395Shares Held
70.8MCall Options Held
17.1KPut Options Held
28.2K-
Wealthfront Advisers LLC30.4MShares$2.11 Billion1.73% of portfolio
-
Envestnet Asset Management Inc9.11MShares$634 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$218 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.35MShares$163 Million0.58% of portfolio
-
Lincoln National Corp2.31MShares$161 Million5.09% of portfolio