Mosaic Family Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History
Mosaic Family Wealth Partners, LLC
- $693 Billion
- Q4 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 24,223 shares of BSV stock, worth $1.88 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
24,223
Previous 23,028
5.19%
Holding current value
$1.88 Million
Previous $1.81 Billion
3.29%
% of portfolio
0.27%
Previous 0.27%
Shares
9 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