Wr Wealth Planners, LLC Vanguard Bd Index Fd Inc Short Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 243 shares of BSV stock, worth $19,138. This represents 0.01% of its overall portfolio holdings.
Number of Shares
243
Previous 243
-0.0%
Holding current value
$19,138
Previous $19,000
5.26%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,392Shares 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