Levy Wealth Management Group, LLC Vanguard Bd Index Fd Inc Short Transaction History
Levy Wealth Management Group, LLC
- $390 Million
- Q2 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 583,236 shares of BSV stock, worth $45.7 Million. This represents 11.47% of its overall portfolio holdings.
Number of Shares
583,236
Previous 716,959
18.65%
Holding current value
$45.7 Million
Previous $55 Million
18.62%
% of portfolio
11.47%
Previous 14.62%
Shares
14 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.94 Billion1.37% of portfolio
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Morgan Stanley New York, NY27.9MShares$2.18 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO25.4MShares$1.99 Billion4.94% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.5 Billion0.25% of portfolio
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Jpmorgan Chase & CO New York, NY18.3MShares$1.43 Billion0.12% of portfolio