Juncture Wealth Strategies, LLC Vanguard Bd Index Fd Inc Short Transaction History
Juncture Wealth Strategies, LLC
- $298 Million
- Q3 2025
A detailed history of Juncture Wealth Strategies, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 18,766 shares of BSV stock, worth $1.48 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
18,766
Previous 17,139
9.49%
Holding current value
$1.48 Million
Previous $1.35 Million
9.79%
% of portfolio
0.5%
Previous 0.48%
Shares
33 transactions
Others Institutions Holding BSV
# of Institutions
1,390Shares Held
400MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio