Iht Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Iht Wealth Management, LLC
- $2.62 Billion
- Q2 2024
A detailed history of Iht Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Iht Wealth Management, LLC holds 85,842 shares of BSV stock, worth $6.77 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
85,842
Previous 85,303
0.63%
Holding current value
$6.77 Million
Previous $6.54 Million
0.67%
% of portfolio
0.25%
Previous 0.25%
Shares
28 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.96 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.2 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$2.01 Billion4.94% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.51 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY18.3MShares$1.44 Billion0.12% of portfolio