Envision Financial Planning, LLC Vanguard Bd Index Fd Inc Short Transaction History
Envision Financial Planning, LLC
- $236 Billion
- Q3 2025
A detailed history of Envision Financial Planning, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Envision Financial Planning, LLC holds 24,761 shares of BSV stock, worth $1.95 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
24,761
Previous 13,252
86.85%
Holding current value
$1.95 Million
Previous $1.04 Billion
87.34%
% of portfolio
0.83%
Previous 0.49%
Shares
5 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