Discipline Wealth Solutions, LLC Vanguard Bd Index Fd Inc Short Transaction History
Discipline Wealth Solutions, LLC
- $354 Million
- Q3 2025
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 37,848 shares of BSV stock, worth $2.98 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
37,848
Previous 32,803
15.38%
Holding current value
$2.98 Million
Previous $2.58 Million
15.69%
% of portfolio
0.84%
Previous 1.05%
Shares
8 transactions
Others Institutions Holding BSV
# of Institutions
1,397Shares Held
411MCall 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