Liberty Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History
Liberty Wealth Management LLC
- $569 Million
- Q3 2024
A detailed history of Liberty Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Liberty Wealth Management LLC holds 4,754 shares of BSV stock, worth $368,149. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,754
Previous 4,362
8.99%
Holding current value
$368,149
Previous $335,000
11.64%
% of portfolio
0.07%
Previous 0.06%
Shares
22 transactions
Others Institutions Holding BSV
# of Institutions
1,242Shares Held
376MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.16 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.26 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.72 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.29 Billion0.22% of portfolio