Dynasty Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Dynasty Wealth Management, LLC
- $3.39 Trillion
- Q2 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 82,287 shares of BSV stock, worth $6.39 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
82,287
Previous 81,630
0.8%
Holding current value
$6.39 Million
Previous $6.26 Billion
0.84%
% of portfolio
0.19%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,213Shares Held
365MCall Options Held
3.2KPut Options Held
96.7K-
Envestnet Asset Management Inc50.3MShares$3.91 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$1.98 Billion4.94% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.49 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY18.3MShares$1.42 Billion0.12% of portfolio