Benchmark Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Benchmark Wealth Management, LLC
- $224 Million
- Q2 2025
A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 25,455 shares of BSV stock, worth $2 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
25,455
Previous 20,764
22.59%
Holding current value
$2 Million
Previous $1.62 Million
23.34%
% of portfolio
0.9%
Previous 0.79%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,393Shares Held
410MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio