Compass Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History
Compass Wealth Management LLC
- $405 Billion
- Q2 2024
A detailed history of Compass Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Compass Wealth Management LLC holds 6,605 shares of BSV stock, worth $515,388. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,605
Previous 6,305
4.76%
Holding current value
$515,388
Previous $483 Million
4.8%
% of portfolio
0.13%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.92 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.17 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$1.99 Billion4.94% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.5 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY18.3MShares$1.43 Billion0.12% of portfolio