Rf&L Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Rf&L Wealth Management, LLC
- $131 Billion
- Q2 2024
A detailed history of Rf&L Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 91,217 shares of BSV stock, worth $7.15 Million. This represents 5.32% of its overall portfolio holdings.
Number of Shares
91,217
Previous 85,102
7.19%
Holding current value
$7.15 Million
Previous $6.52 Billion
7.23%
% of portfolio
5.32%
Previous 5.02%
Shares
7 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.94 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.18 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO25.4MShares$1.99 Billion4.94% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.5 Billion0.25% of portfolio
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Jpmorgan Chase & CO New York, NY18.3MShares$1.43 Billion0.12% of portfolio