Dynasty Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Dynasty Wealth Management, LLC
- $7.49 Trillion
- Q3 2025
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 12,019 shares of BSV stock, worth $946,616. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,019
Previous 73,888
83.73%
Holding current value
$946,616
Previous $5.81 Billion
83.69%
% of portfolio
0.01%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding BSV
# of Institutions
1,393Shares 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