Compass Planning Associates Inc Vanguard Bd Index Fd Inc Short Transaction History
Compass Planning Associates Inc
- $98.5 Billion
- Q4 2024
A detailed history of Compass Planning Associates Inc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Compass Planning Associates Inc holds 126,628 shares of BSV stock, worth $9.91 Million. This represents 9.93% of its overall portfolio holdings.
Number of Shares
126,628Holding current value
$9.91 Million% of portfolio
9.93%Shares
1 transactions
Others Institutions Holding BSV
# of Institutions
1,354Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.39 Billion1.44% of portfolio
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Mercer Global Advisors Inc Denver, CO28.9MShares$2.26 Billion5.51% of portfolio
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Jpmorgan Chase & CO New York, NY26.9MShares$2.1 Billion0.17% of portfolio
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Goldman Sachs Group Inc New York, NY16.5MShares$1.29 Billion0.21% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.28 Billion4.27% of portfolio