Ascent Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History
Ascent Wealth Partners, LLC
- $674 Million
- Q1 2024
A detailed history of Ascent Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 20,417 shares of BSV stock, worth $1.57 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
20,417
Previous 20,666
1.2%
Holding current value
$1.57 Million
Previous $1.59 Million
1.63%
% of portfolio
0.23%
Previous 0.26%
Shares
8 transactions
Others Institutions Holding BSV
# of Institutions
1,229Shares Held
353MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.72 Billion1.41% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.15 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.6MShares$1.82 Billion5.15% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.48 Billion0.27% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.06 Billion3.95% of portfolio