Litman Gregory Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History
Litman Gregory Wealth Management LLC
- $1.19 Billion
- Q3 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 5,055 shares of BSV stock, worth $390,549. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,055
Previous 5,055
-0.0%
Holding current value
$390,549
Previous $387,000
2.58%
% of portfolio
0.03%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding BSV
# of Institutions
1,243Shares Held
376MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.15 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.25 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$1.28 Billion0.22% of portfolio