Envision Financial Planning, LLC Vanguard Bd Index Fd Inc Short Transaction History
Envision Financial Planning, LLC
- $196 Billion
- Q1 2025
A detailed history of Envision Financial Planning, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Envision Financial Planning, LLC holds 9,343 shares of BSV stock, worth $728,754. This represents 0.37% of its overall portfolio holdings.
Number of Shares
9,343
Previous 5,772
61.87%
Holding current value
$728,754
Previous $446 Million
63.98%
% of portfolio
0.37%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,355Shares Held
394MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.2 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.47 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.59 Billion0.12% of portfolio
-
Allworth Financial LP18.4MShares$1.44 Billion8.29% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.3MShares$1.35 Billion4.45% of portfolio