Lji Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Lji Wealth Management, LLC
- $387 Billion
- Q1 2024
A detailed history of Lji Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Lji Wealth Management, LLC holds 3,458 shares of BSV stock, worth $265,643. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,458
Previous 4,427
21.89%
Holding current value
$265,643
Previous $341 Million
22.24%
% of portfolio
0.07%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding BSV
# of Institutions
1,230Shares Held
353MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.72 Billion1.41% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.15 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.6MShares$1.82 Billion5.15% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.48 Billion0.27% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.06 Billion3.95% of portfolio