Wealth Plan Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 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 3,613 shares of BSV stock, worth $278,490. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,613
Previous 5,248
31.15%
Holding current value
$278,490
Previous $403 Million
29.37%
% of portfolio
0.04%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding BSV
# of Institutions
1,243Shares Held
376MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.14 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.25 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.15 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.72 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.28 Billion0.22% of portfolio