Olio Financial Planning Vanguard Bd Index Fd Inc Short Transaction History
Olio Financial Planning
- $284 Million
- Q4 2024
A detailed history of Olio Financial Planning transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Olio Financial Planning holds 37,989 shares of BSV stock, worth $2.97 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
37,989
Previous 159,486
76.18%
Holding current value
$2.97 Million
Previous $12.5 Million
76.61%
% of portfolio
1.03%
Previous 4.7%
Shares
13 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