Lokken Investment Group LLC Vanguard Bd Index Fd Inc Short Transaction History
Lokken Investment Group LLC
- $213 Million
- Q4 2024
A detailed history of Lokken Investment Group LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Lokken Investment Group LLC holds 16,446 shares of BSV stock, worth $1.28 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
16,446
Previous 14,697
11.9%
Holding current value
$1.28 Million
Previous $1.16 Million
9.86%
% of portfolio
0.6%
Previous 0.51%
Shares
18 transactions
Others Institutions Holding BSV
# of Institutions
1,341Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.36 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.24 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.09 Billion0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.28 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.27 Billion4.27% of portfolio