Family Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History
Family Wealth Partners, LLC
- $195 Billion
- Q3 2024
A detailed history of Family Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Family Wealth Partners, LLC holds 36,434 shares of BSV stock, worth $2.82 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
36,434
Previous 38,836
6.18%
Holding current value
$2.82 Million
Previous $2.98 Billion
3.75%
% of portfolio
1.47%
Previous 1.55%
Shares
4 transactions
Others Institutions Holding BSV
# of Institutions
1,221Shares Held
368MCall Options Held
3.2KPut Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.16 Billion1.4% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$1.97 Billion4.94% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.72 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.48 Billion0.25% of portfolio