Fonville Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History
Fonville Wealth Management LLC
- $252 Billion
- Q2 2024
A detailed history of Fonville Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Fonville Wealth Management LLC holds 57,368 shares of BSV stock, worth $4.51 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
57,368
Previous 51,183
12.08%
Holding current value
$4.51 Million
Previous $3.92 Billion
12.13%
% of portfolio
1.74%
Previous 1.74%
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$3.96 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.19 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO25.4MShares$2 Billion4.94% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.51 Billion0.25% of portfolio
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Jpmorgan Chase & CO New York, NY18.3MShares$1.44 Billion0.12% of portfolio