Investment Planning Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Investment Planning Advisors, Inc.
- $203 Million
- Q2 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 92,810 shares of BSV stock, worth $7.29 Million. This represents 3.6% of its overall portfolio holdings.
Number of Shares
92,810
Previous 27,615
236.09%
Holding current value
$7.29 Million
Previous $2.16 Million
237.99%
% of portfolio
3.6%
Previous 1.07%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,368Shares Held
396MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.29 Billion1.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.47 Billion7.3% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO18.1MShares$1.42 Billion4.29% of portfolio