Journey Strategic Wealth LLC Vanguard Bd Index Fd Inc Short Transaction History
Journey Strategic Wealth LLC
- $3.41 Billion
- Q3 2025
A detailed history of Journey Strategic Wealth LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 2,655 shares of BSV stock, worth $209,107. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,655
Previous 2,737
3.0%
Holding current value
$209,107
Previous $215,000
2.79%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding BSV
# of Institutions
1,393Shares 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