Wolff Financial Management LLC Vanguard Bd Index Fd Inc Short Transaction History
Wolff Financial Management LLC
- $418 Million
- Q3 2025
A detailed history of Wolff Financial Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wolff Financial Management LLC holds 2,875 shares of BSV stock, worth $226,435. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,875
Previous 2,892
0.59%
Holding current value
$226,435
Previous $228,000
0.88%
% of portfolio
0.05%
Previous 0.06%
Shares
25 transactions
Others Institutions Holding BSV
# of Institutions
1,393Shares Held
410MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio