Discipline Wealth Solutions, LLC Vanguard Bd Index Fd Inc Short Transaction History
Discipline Wealth Solutions, LLC
- $207 Million
- Q4 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 20,555 shares of BSV stock, worth $1.61 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
20,555
Previous 24,273
15.32%
Holding current value
$1.61 Million
Previous $1.91 Million
16.86%
% of portfolio
0.77%
Previous 1.05%
Shares
5 transactions
Others Institutions Holding BSV
# of Institutions
1,354Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.39 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.26 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$1.29 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.28 Billion4.27% of portfolio