Accurate Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Accurate Wealth Management, LLC
- $464 Million
- Q3 2024
A detailed history of Accurate Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 3,044 shares of BSV stock, worth $236,031. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,044
Previous 3,420
10.99%
Holding current value
$236,031
Previous $262,000
8.78%
% of portfolio
0.05%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding BSV
# of Institutions
1,239Shares Held
376MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.16 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.26 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.17 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.73 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.29 Billion0.22% of portfolio