Elmwood Wealth Management, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Elmwood Wealth Management, Inc.
- $219 Million
- Q1 2024
A detailed history of Elmwood Wealth Management, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 14,719 shares of BSV stock, worth $1.13 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
14,719
Previous 14,000
5.14%
Holding current value
$1.13 Million
Previous $1.08 Million
4.64%
% of portfolio
0.52%
Previous 0.78%
Shares
6 transactions
Others Institutions Holding BSV
# of Institutions
1,229Shares Held
353MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.7 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