Concord Wealth Partners Vanguard Bd Index Fd Inc Short Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Concord Wealth Partners holds 73 shares of BSV stock, worth $5,691. This represents 0.0% of its overall portfolio holdings.
Number of Shares
73
Previous 76
3.95%
Holding current value
$5,691
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding BSV
# of Institutions
1,353Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.38 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