Foundation Wealth Management, Llc\Pa Vanguard Bd Index Fd Inc Short Transaction History
Foundation Wealth Management, Llc\Pa
- $276 Billion
- Q4 2025
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 98,206 shares of BSV stock, worth $7.73 Million. This represents 2.81% of its overall portfolio holdings.
Number of Shares
98,206
Previous 99,022
0.82%
Holding current value
$7.73 Million
Previous $7.81 Billion
0.95%
% of portfolio
2.81%
Previous 3.03%
Shares
5 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