Lord & Richards Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Lord & Richards Wealth Management, LLC
- $47.4 Billion
- Q4 2024
A detailed history of Lord & Richards Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 5,650 shares of BSV stock, worth $441,321. This represents 0.92% of its overall portfolio holdings.
Number of Shares
5,650Holding current value
$441,321% of portfolio
0.92%Shares
1 transactions
Others Institutions Holding BSV
# of Institutions
1,348Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.38 Billion1.44% of portfolio
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Mercer Global Advisors Inc Denver, CO28.9MShares$2.26 Billion5.51% of portfolio
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Jpmorgan Chase & CO New York, NY26.9MShares$2.1 Billion0.17% of portfolio
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Goldman Sachs Group Inc New York, NY16.5MShares$1.29 Billion0.21% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.27 Billion4.27% of portfolio