Monument Group Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Monument Group Wealth Advisors, LLC
- $149 Billion
- Q2 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 11,407 shares of BSV stock, worth $890,088. This represents 0.59% of its overall portfolio holdings.
Number of Shares
11,407
Previous 5,734
98.94%
Holding current value
$890,088
Previous $440 Million
99.01%
% of portfolio
0.59%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.92 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.17 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$1.99 Billion4.94% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.5 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY18.3MShares$1.43 Billion0.12% of portfolio