Compass Planning Associates Inc Vanguard Bd Index Fd Inc Short Transaction History
Compass Planning Associates Inc
- $98.9 Billion
- Q1 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 87,796 shares of BSV stock, worth $6.89 Million. This represents 6.95% of its overall portfolio holdings.
Number of Shares
87,796
Previous 126,628
30.67%
Holding current value
$6.89 Million
Previous $9.78 Billion
29.76%
% of portfolio
6.95%
Previous 9.93%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,346Shares Held
388MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.4 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.27 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.11 Billion0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.29 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.28 Billion4.27% of portfolio