Massachusetts Wealth Management Vanguard Bd Index Fd Inc Short Transaction History
Massachusetts Wealth Management
- $142 Billion
- Q1 2024
A detailed history of Massachusetts Wealth Management transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Massachusetts Wealth Management holds 27,425 shares of BSV stock, worth $2.12 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
27,425
Previous 28,134
2.52%
Holding current value
$2.12 Million
Previous $2.17 Billion
2.96%
% of portfolio
1.48%
Previous 1.75%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,221Shares Held
354MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.74 Billion1.41% of portfolio
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Morgan Stanley New York, NY27.9MShares$2.16 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO23.6MShares$1.83 Billion5.15% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.48 Billion0.27% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.06 Billion3.95% of portfolio