Stone Point Wealth LLC Vanguard Bd Index Fd Inc Short Transaction History
Stone Point Wealth LLC
- $305 Million
- Q3 2024
A detailed history of Stone Point Wealth LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Stone Point Wealth LLC holds 76,731 shares of BSV stock, worth $5.91 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
76,731
Previous 66,433
15.5%
Holding current value
$5.91 Million
Previous $5.1 Million
18.49%
% of portfolio
1.98%
Previous 1.85%
Shares
12 transactions
Others Institutions Holding BSV
# of Institutions
1,242Shares Held
376MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.13 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.24 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.15 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.71 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.28 Billion0.22% of portfolio