Wiser Wealth Management, Inc Vanguard Bd Index Fd Inc Short Transaction History
Wiser Wealth Management, Inc
- $354 Million
- Q4 2024
A detailed history of Wiser Wealth Management, Inc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 190,009 shares of BSV stock, worth $14.8 Million. This represents 4.14% of its overall portfolio holdings.
Number of Shares
190,009
Previous 182,289
4.24%
Holding current value
$14.8 Million
Previous $14.3 Million
2.35%
% of portfolio
4.14%
Previous 4.13%
Shares
17 transactions
Others Institutions Holding BSV
# of Institutions
1,348Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.38 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.26 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.1 Billion0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.29 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.27 Billion4.27% of portfolio