Level Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History
Level Wealth Management LLC
- $153 Billion
- Q1 2025
A detailed history of Level Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Level Wealth Management LLC holds 26,537 shares of BSV stock, worth $2.09 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
26,537
Previous 22,261
19.21%
Holding current value
$2.09 Million
Previous $1.72 Billion
20.77%
% of portfolio
1.36%
Previous 1.22%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,354Shares Held
391MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.24 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.28 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.12 Billion0.17% of portfolio
-
Allworth Financial LP18.4MShares$1.45 Billion8.29% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.3 Billion0.21% of portfolio