Planning Directions Inc Vanguard Bd Index Fd Inc Short Transaction History
Planning Directions Inc
- $193 Million
- Q4 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 212,543 shares of BSV stock, worth $16.7 Million. This represents 8.7% of its overall portfolio holdings.
Number of Shares
212,543
Previous 192,874
10.2%
Holding current value
$16.7 Million
Previous $15.2 Million
9.99%
% of portfolio
8.7%
Previous 8.1%
Shares
32 transactions
Others Institutions Holding BSV
# of Institutions
1,396Shares Held
411MCall 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