Retirement Wealth Solutions LLC Vanguard Bd Index Fd Inc Short Transaction History
Retirement Wealth Solutions LLC
- $158 Billion
- Q4 2025
A detailed history of Retirement Wealth Solutions LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Retirement Wealth Solutions LLC holds 70,577 shares of BSV stock, worth $5.56 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
70,577
Previous 68,706
2.72%
Holding current value
$5.56 Million
Previous $5.42 Billion
2.59%
% of portfolio
3.51%
Previous 3.56%
Shares
5 transactions
Others Institutions Holding BSV
# of Institutions
1,394Shares 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