Wealth Plan Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
A detailed history of Wealth Plan Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 3,310 shares of BSV stock, worth $256,855. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,310
Previous 3,613
8.39%
Holding current value
$256,855
Previous $284 Million
10.04%
% of portfolio
0.04%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding BSV
# of Institutions
1,281Shares Held
379MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.16 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.26 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.17 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.73 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.29 Billion0.22% of portfolio