Lake Point Wealth Management Vanguard Bd Index Fd Inc Short Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Lake Point Wealth Management holds 163,788 shares of BSV stock, worth $12.9 Million. This represents 7.14% of its overall portfolio holdings.
Number of Shares
163,788Holding current value
$12.9 Million% of portfolio
7.14%Shares
1 transactions
Others Institutions Holding BSV
# of Institutions
1,351Shares Held
392MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.24 Billion1.41% of portfolio
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Mercer Global Advisors Inc Denver, CO28.9MShares$2.28 Billion5.51% of portfolio
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Jpmorgan Chase & CO New York, NY26.9MShares$2.12 Billion0.17% of portfolio
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Allworth Financial LP18.4MShares$1.45 Billion8.29% of portfolio
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Goldman Sachs Group Inc New York, NY16.5MShares$1.3 Billion0.21% of portfolio