True Wealth Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History
True Wealth Advisors, LLC
- $307 Million
- Q4 2025
A detailed history of True Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, True Wealth Advisors, LLC holds 3,246 shares of BLV stock, worth $227,836. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,246
Previous 3,608
10.03%
Holding current value
$227,836
Previous $255,000
10.98%
% of portfolio
0.07%
Previous 0.09%
Shares
21 transactions
Others Institutions Holding BLV
# of Institutions
426Shares Held
48.4MCall 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