Lummis Asset Management, LP Vanguard Bd Index Fd Inc Short Transaction History
Lummis Asset Management, LP
- $144 Billion
- Q1 2025
A detailed history of Lummis Asset Management, LP transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Lummis Asset Management, LP holds 2,460 shares of BSV stock, worth $193,159. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,460
Previous 2,460
-0.0%
Holding current value
$193,159
Previous $190 Million
1.31%
% of portfolio
0.13%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding BSV
# of Institutions
1,368Shares Held
395MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.29 Billion1.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.47 Billion7.3% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO18.1MShares$1.42 Billion4.29% of portfolio