Trajan Wealth LLC Vanguard Bd Index Fd Inc Short Transaction History
Trajan Wealth LLC
- $1.7 Trillion
- Q3 2024
A detailed history of Trajan Wealth LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Trajan Wealth LLC holds 223,994 shares of BSV stock, worth $17.3 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
223,994
Previous 179,615
24.71%
Holding current value
$17.3 Million
Previous $13.8 Billion
27.94%
% of portfolio
1.04%
Previous 0.88%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,242Shares Held
376MCall 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$2.16 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$1.29 Billion0.22% of portfolio