Wescott Financial Advisory Group, LLC Vanguard Bd Index Fd Inc Short Transaction History
Wescott Financial Advisory Group, LLC
- $862 Million
- Q4 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 45,747 shares of BSV stock, worth $3.55 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
45,747
Previous 52,561
12.96%
Holding current value
$3.55 Million
Previous $4.14 Million
14.56%
% of portfolio
0.41%
Previous 0.5%
Shares
11 transactions
Others Institutions Holding BSV
# of Institutions
1,341Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.36 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.24 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.09 Billion0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.28 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.27 Billion4.27% of portfolio