Dynasty Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Dynasty Wealth Management, LLC
- $3.31 Trillion
- Q3 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 82,392 shares of BSV stock, worth $6.37 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
82,392
Previous 82,287
0.13%
Holding current value
$6.37 Million
Previous $6.31 Billion
2.73%
% of portfolio
0.2%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,237Shares Held
375MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.15 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.25 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.72 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.29 Billion0.22% of portfolio