Journey Strategic Wealth LLC Vanguard Bd Index Fd Inc Short Transaction History
Journey Strategic Wealth LLC
- $2.71 Billion
- Q3 2024
A detailed history of Journey Strategic Wealth LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 3,683 shares of BSV stock, worth $284,769. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,683
Previous 2,655
38.72%
Holding current value
$284,769
Previous $203,000
42.36%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,256Shares Held
375MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.15 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.25 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.72 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.28 Billion0.22% of portfolio