Monument Group Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Monument Group Wealth Advisors, LLC
- $141 Billion
- Q4 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 11,612 shares of BSV stock, worth $908,522. This represents 0.64% of its overall portfolio holdings.
Number of Shares
11,612
Previous 11,493
1.04%
Holding current value
$908,522
Previous $904 Million
0.79%
% of portfolio
0.64%
Previous 0.54%
Shares
5 transactions
Others Institutions Holding BSV
# of Institutions
1,354Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.39 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.26 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.1 Billion0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.29 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.28 Billion4.27% of portfolio