Perfromance Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History
Perfromance Wealth Partners, LLC
- $3.51 Billion
- Q3 2025
A detailed history of Perfromance Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 38,329 shares of BSV stock, worth $3.02 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
38,329
Previous 38,310
0.05%
Holding current value
$3.02 Million
Previous $3.01 Million
0.33%
% of portfolio
0.09%
Previous 0.1%
Shares
14 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