Planning Directions Inc Vanguard Bd Index Fd Inc Short Transaction History
Planning Directions Inc
- $188 Million
- Q3 2025
A detailed history of Planning Directions Inc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Planning Directions Inc holds 192,874 shares of BSV stock, worth $15.2 Million. This represents 8.1% of its overall portfolio holdings.
Number of Shares
192,874
Previous 194,290
0.73%
Holding current value
$15.2 Million
Previous $15.3 Million
0.46%
% of portfolio
8.1%
Previous 8.74%
Shares
31 transactions
Others Institutions Holding BSV
# of Institutions
1,393Shares 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