Brewster Financial Planning LLC Vanguard Bd Index Fd Inc Short Transaction History
Brewster Financial Planning LLC
- $135 Million
- Q1 2025
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 207,709 shares of BSV stock, worth $16.3 Million. This represents 12.02% of its overall portfolio holdings.
Number of Shares
207,709
Previous 203,698
1.97%
Holding current value
$16.3 Million
Previous $15.7 Million
3.3%
% of portfolio
12.02%
Previous 11.92%
Shares
14 transactions
Others Institutions Holding BSV
# of Institutions
1,361Shares Held
394MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.23 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.4MShares$1.45 Billion8.29% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.3MShares$1.36 Billion4.45% of portfolio