Brass Tax Wealth Management, Inc Vanguard Bd Index Fd Inc Short Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 8,147 shares of BSV stock, worth $632,207. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,147
Previous 8,737
6.75%
Holding current value
$632,207
Previous $670 Million
99.9%
% of portfolio
0.25%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,283Shares Held
379MCall 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