Michael A. Dubis Financial Planning, LLC Vanguard Bd Index Fd Inc Short Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 11,430 shares of BSV stock, worth $900,226. This represents 0.88% of its overall portfolio holdings.
Number of Shares
11,430
Previous 11,410
0.18%
Holding current value
$900,226
Previous $882,000
1.36%
% of portfolio
0.88%
Previous 0.85%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,392Shares 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