Level Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History
Level Wealth Management LLC
- $142 Billion
- Q4 2024
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 22,261 shares of BSV stock, worth $1.73 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
22,261Holding current value
$1.73 Million% of portfolio
1.22%Shares
1 transactions
Others Institutions Holding BSV
# of Institutions
1,344Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.37 Billion1.44% of portfolio
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Mercer Global Advisors Inc Denver, CO28.9MShares$2.25 Billion5.51% of portfolio
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Jpmorgan Chase & CO New York, NY26.9MShares$2.1 Billion0.17% of portfolio
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Goldman Sachs Group Inc New York, NY16.5MShares$1.28 Billion0.21% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.27 Billion4.27% of portfolio