Lyell Wealth Management, LP Vanguard Bd Index Fd Inc Short Transaction History

Lyell Wealth Management, LP

$1.09 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	SELL	$75.68 - $77.74 $189,427 - $194,583	-2,503 Closed	0 $0
Q2 2019 Aug 01, 2019	BUY	N/A	2,503 New	2,503 $202,000

Others Institutions Holding BSV

# of Institutions

1,219

Shares Held

365M

Call Options Held

3.2K

Put Options Held

96.7K

Envestnet Asset Management Inc

50.3M
Shares

$3.91 Billion
1.37% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.16 Billion
0.17% of portfolio
Mercer Global Advisors Inc Denver, CO

25.4M
Shares

$1.98 Billion
4.94% of portfolio
Goldman Sachs Group Inc New York, NY

19.2M
Shares

$1.49 Billion
0.25% of portfolio
Jpmorgan Chase & CO New York, NY

18.3M
Shares

$1.42 Billion
0.12% of portfolio

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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