Brewster Financial Planning LLC Vanguard Bd Index Fd Inc Short Transaction History
Brewster Financial Planning LLC
- $116 Million
- Q1 2024
A detailed history of Brewster Financial Planning LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Brewster Financial Planning LLC holds 172,273 shares of BSV stock, worth $13.2 Million. This represents 11.36% of its overall portfolio holdings.
Number of Shares
172,273
Previous 162,564
5.97%
Holding current value
$13.2 Million
Previous $12.5 Million
5.5%
% of portfolio
11.36%
Previous 11.33%
Shares
10 transactions
Others Institutions Holding BSV
# of Institutions
1,229Shares Held
353MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.71 Billion1.41% of portfolio
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Morgan Stanley New York, NY27.9MShares$2.14 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO23.6MShares$1.81 Billion5.15% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.47 Billion0.27% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.05 Billion3.95% of portfolio