Dynasty Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Dynasty Wealth Management, LLC
- $5.87 Trillion
- Q2 2025
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 73,888 shares of BSV stock, worth $5.8 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
73,888
Previous 249,161
70.35%
Holding current value
$5.8 Million
Previous $19.5 Billion
70.19%
% of portfolio
0.1%
Previous 0.32%
Shares
6 transactions
Others Institutions Holding BSV
# of Institutions
1,374Shares Held
399MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.29 Billion1.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.47 Billion7.3% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO18.1MShares$1.42 Billion4.29% of portfolio