Windward Private Wealth Management Inc. Vanguard Bd Index Fd Inc Short Transaction History
Windward Private Wealth Management Inc.
- $256 Million
- Q4 2024
A detailed history of Windward Private Wealth Management Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 765,700 shares of BSV stock, worth $59.4 Million. This represents 23.12% of its overall portfolio holdings.
Number of Shares
765,700
Previous 724,377
5.7%
Holding current value
$59.4 Million
Previous $57 Million
3.8%
% of portfolio
23.12%
Previous 21.91%
Shares
17 transactions
Others Institutions Holding BSV
# of Institutions
1,289Shares 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