Lodestone Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 2024
A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 30,653 shares of BSV stock, worth $2.39 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
30,653
Previous 28,906
6.04%
Holding current value
$2.39 Million
Previous $2.22 Billion
6.08%
% of portfolio
1.24%
Previous 1.16%
Shares
5 transactions
Others Institutions Holding BSV
# of Institutions
1,216Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.92 Billion1.37% of portfolio
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Morgan Stanley New York, NY27.9MShares$2.17 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