Compass Planning Associates Inc Vanguard Bd Index Fd Inc Short Transaction History
Compass Planning Associates Inc
- $109 Billion
- Q3 2025
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 166,435 shares of BSV stock, worth $13.2 Million. This represents 12.04% of its overall portfolio holdings.
Number of Shares
166,435
Previous 108,282
53.71%
Holding current value
$13.2 Million
Previous $8.52 Billion
54.11%
% of portfolio
12.04%
Previous 7.82%
Shares
4 transactions
Others Institutions Holding BSV
# of Institutions
1,388Shares Held
418MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.32 Billion1.32% of portfolio
-
Morgan Stanley New York, NY37.6MShares$2.97 Billion0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO34.1MShares$2.69 Billion5.55% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.61 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.48 Billion7.3% of portfolio