Fonville Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 2024
A detailed history of Fonville Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Fonville Wealth Management LLC holds 56,994 shares of BSV stock, worth $4.44 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
56,994
Previous 57,990
1.72%
Holding current value
$4.44 Million
Previous $4.56 Billion
3.49%
% of portfolio
1.45%
Previous 1.58%
Shares
5 transactions
Others Institutions Holding BSV
# of Institutions
1,344Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.37 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.25 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.1 Billion0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.28 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.27 Billion4.27% of portfolio