Juncture Wealth Strategies, LLC Vanguard Bd Index Fd Inc Short Transaction History
Juncture Wealth Strategies, LLC
- $232 Million
- Q1 2024
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 27,396 shares of BSV stock, worth $2.1 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
27,396
Previous 32,221
14.97%
Holding current value
$2.1 Million
Previous $2.48 Million
15.36%
% of portfolio
0.9%
Previous 1.13%
Shares
27 transactions
Others Institutions Holding BSV
# of Institutions
1,230Shares Held
353MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.72 Billion1.41% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.15 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.6MShares$1.82 Billion5.15% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.48 Billion0.27% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.06 Billion3.95% of portfolio