Dopkins Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Dopkins Wealth Management, LLC
- $158 Million
- Q2 2024
A detailed history of Dopkins Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 3,007 shares of BSV stock, worth $236,921. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,007
Previous 3,003
0.13%
Holding current value
$236,921
Previous $230,000
-0.0%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.96 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.2 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$2 Billion4.94% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.51 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY18.3MShares$1.44 Billion0.12% of portfolio