Wolff Financial Management LLC Vanguard Bd Index Fd Inc Short Transaction History
Wolff Financial Management LLC
- $360 Million
- Q4 2024
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 2,821 shares of BSV stock, worth $218,147. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,821
Previous 3,356
15.94%
Holding current value
$218,147
Previous $264,000
17.42%
% of portfolio
0.06%
Previous 0.07%
Shares
22 transactions
Others Institutions Holding BSV
# of Institutions
1,298Shares Held
383MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.7MShares$4.15 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.25 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 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