Cardinal Point Wealth Management Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History
Cardinal Point Wealth Management Partners, LLC
- $328 Million
- Q1 2023
A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 159,895 shares of BSV stock, worth $12.4 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
159,895
Previous 159,685
0.13%
Holding current value
$12.4 Million
Previous $12 Million
1.74%
% of portfolio
3.73%
Previous 4.17%
Shares
6 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
365MCall Options Held
3.2KPut Options Held
96.7K-
Envestnet Asset Management Inc50.3MShares$3.89 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$1.97 Billion4.94% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.48 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY18.3MShares$1.41 Billion0.12% of portfolio