Foundation Wealth Management, Llc\Pa Vanguard Bd Index Fd Inc Short Transaction History
Foundation Wealth Management, Llc\Pa
- $206 Billion
- Q4 2024
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 105,517 shares of BSV stock, worth $8.16 Million. This represents 3.95% of its overall portfolio holdings.
Number of Shares
105,517Holding current value
$8.16 Million% of portfolio
3.95%Shares
1 transactions
Others Institutions Holding BSV
# of Institutions
1,309Shares Held
392MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.7MShares$4.15 Billion1.4% of portfolio
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Mercer Global Advisors Inc Denver, CO29.1MShares$2.25 Billion5.03% of portfolio
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Morgan Stanley New York, NY27.9MShares$2.16 Billion0.16% of portfolio
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Jpmorgan Chase & CO New York, NY26.9MShares$2.08 Billion0.17% of portfolio
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Goldman Sachs Group Inc New York, NY16.5MShares$1.27 Billion0.21% of portfolio