Jamison Private Wealth Management, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Jamison Private Wealth Management, Inc.
- $657 Billion
- Q3 2024
A detailed history of Jamison Private Wealth Management, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 8 shares of BSV stock, worth $616. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8
Previous 7
14.29%
Holding current value
$616
Previous $537,000
17.32%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding BSV
# of Institutions
1,242Shares Held
376MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.13 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.24 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.15 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.71 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.28 Billion0.22% of portfolio