Family Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History
Family Wealth Partners, LLC
- $277 Billion
- Q4 2025
A detailed history of Family Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Family Wealth Partners, LLC holds 30,916 shares of BSV stock, worth $2.43 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
30,916
Previous 31,609
2.19%
Holding current value
$2.43 Million
Previous $2.49 Billion
2.32%
% of portfolio
0.88%
Previous 0.93%
Shares
9 transactions
Others Institutions Holding BSV
# of Institutions
1,396Shares 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