Financial Planning & Information Services, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Financial Planning & Information Services, Inc.
- $725 Million
- Q3 2024
A detailed history of Financial Planning & Information Services, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 312,411 shares of BSV stock, worth $24.6 Million. This represents 3.39% of its overall portfolio holdings.
Number of Shares
312,411
Previous 357,046
12.5%
Holding current value
$24.6 Million
Previous $27.4 Million
10.23%
% of portfolio
3.39%
Previous 4.18%
Shares
43 transactions
Others Institutions Holding BSV
# of Institutions
1,391Shares 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