United Financial Planning Group LLC Vanguard Bd Index Fd Inc Short Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, United Financial Planning Group LLC holds 68,659 shares of BSV stock, worth $5.41 Million. This represents 3.4% of its overall portfolio holdings.
Number of Shares
68,659Holding current value
$5.41 Million% of portfolio
3.4%Shares
1 transactions
Others Institutions Holding BSV
# of Institutions
1,390Shares Held
397MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY37.6MShares$2.96 Billion0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO34.1MShares$2.69 Billion5.55% of portfolio
-
Envestnet Asset Management Inc28MShares$2.21 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Allworth Financial LP18.7MShares$1.47 Billion7.3% of portfolio