Prosperity Planning, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Prosperity Planning, Inc.
- $351 Million
- Q3 2025
A detailed history of Prosperity Planning, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Prosperity Planning, Inc. holds 69,623 shares of BSV stock, worth $5.48 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
69,623
Previous 68,129
2.19%
Holding current value
$5.48 Million
Previous $5.36 Million
2.46%
% of portfolio
1.56%
Previous 1.62%
Shares
13 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