Core Wealth Partners LLC Vanguard Bd Index Fd Inc Short Transaction History
Core Wealth Partners LLC
- $132 Billion
- Q1 2024
A detailed history of Core Wealth Partners LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Core Wealth Partners LLC holds 2,641 shares of BSV stock, worth $202,379. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,641
Previous 2,641
-0.0%
Holding current value
$202,379
Previous $203 Million
0.45%
% of portfolio
0.15%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,229Shares Held
353MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.71 Billion1.41% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.14 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.6MShares$1.81 Billion5.15% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.47 Billion0.27% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.05 Billion3.95% of portfolio