Fonville Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Fonville Wealth Management LLC holds 57,990 shares of BSV stock, worth $4.48 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
57,990
Previous 57,368
1.08%
Holding current value
$4.48 Million
Previous $4.4 Billion
3.71%
% of portfolio
1.58%
Previous 1.74%
Shares
4 transactions
Others Institutions Holding BSV
# of Institutions
1,216Shares Held
365MCall Options Held
3.2KPut Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.15 Billion1.4% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.15 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$1.97 Billion4.94% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.48 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY18.3MShares$1.41 Billion0.12% of portfolio