Envision Financial Planning, LLC Vanguard Bd Index Fd Inc Short Transaction History
Envision Financial Planning, LLC
- $194 Billion
- Q4 2024
A detailed history of Envision Financial Planning, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Envision Financial Planning, LLC holds 5,772 shares of BSV stock, worth $446,291. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,772
Previous 2,646
118.14%
Holding current value
$446,291
Previous $208 Million
114.2%
% of portfolio
0.23%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,328Shares Held
398MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.34 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.25 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.08 Billion0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.27 Billion0.21% of portfolio