Lord & Richards Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Lord & Richards Wealth Management, LLC
- $47.4 Billion
- Q4 2024
A detailed history of Lord & Richards Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 5,650 shares of BSV stock, worth $438,044. This represents 0.92% of its overall portfolio holdings.
Number of Shares
5,650Holding current value
$438,044% of portfolio
0.92%Shares
1 transactions
Others Institutions Holding BSV
# of Institutions
1,277Shares Held
377MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.16 Billion1.4% of portfolio
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Mercer Global Advisors Inc Denver, CO29.1MShares$2.26 Billion5.03% of portfolio
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Morgan Stanley New York, NY27.9MShares$2.16 Billion0.16% of portfolio
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Jpmorgan Chase & CO New York, NY22.3MShares$1.73 Billion0.14% of portfolio
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Goldman Sachs Group Inc New York, NY16.6MShares$1.29 Billion0.22% of portfolio