Newman & Schimel, LLC Vanguard Bd Index Fd Inc Short Transaction History
Newman & Schimel, LLC
- $221 Million
- Q4 2022
A detailed history of Newman & Schimel, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Newman & Schimel, LLC holds 398,428 shares of BSV stock, worth $31.4 Million. This represents 13.57% of its overall portfolio holdings.
Number of Shares
398,428
Previous 392,783
1.44%
Holding current value
$31.4 Million
Previous $29.4 Million
2.06%
% of portfolio
13.57%
Previous 14.51%
Shares
5 transactions
Others Institutions Holding BSV
# of Institutions
1,392Shares 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