Compass Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History
Compass Wealth Management LLC
- $448 Billion
- Q3 2025
A detailed history of Compass Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Compass Wealth Management LLC holds 21,041 shares of BSV stock, worth $1.66 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
21,041
Previous 40,977
48.65%
Holding current value
$1.66 Million
Previous $12.9 Billion
87.15%
% of portfolio
0.37%
Previous 2.89%
Shares
13 transactions
Others Institutions Holding BSV
# of Institutions
1,393Shares Held
410MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio