Family Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History
Family Wealth Partners, LLC
- $219 Billion
- Q1 2025
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 34,139 shares of BSV stock, worth $2.67 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
34,139
Previous 35,546
3.96%
Holding current value
$2.67 Million
Previous $2.75 Billion
2.7%
% of portfolio
1.22%
Previous 1.31%
Shares
6 transactions
Others Institutions Holding BSV
# of Institutions
1,355Shares Held
394MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.2 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.47 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.59 Billion0.12% of portfolio
-
Allworth Financial LP18.4MShares$1.44 Billion8.29% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.3MShares$1.35 Billion4.45% of portfolio