Stonebridge Financial Planning Group, LLC Vanguard Bd Index Fd Inc Short Transaction History
Stonebridge Financial Planning Group, LLC
- $254 Million
- Q3 2025
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 3,042 shares of BSV stock, worth $239,587. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,042
Previous 3,242
6.17%
Holding current value
$239,587
Previous $255,000
5.88%
% of portfolio
0.09%
Previous 0.11%
Shares
11 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