Michael A. Dubis Financial Planning, LLC Vanguard Bd Index Fd Inc Short Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 11,430 shares of BSV stock, worth $901,712. This represents 0.88% of its overall portfolio holdings.
Number of Shares
11,430
Previous 11,410
0.18%
Holding current value
$901,712
Previous $882,000
1.36%
% of portfolio
0.88%
Previous 0.85%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,376Shares Held
415MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.32 Billion1.32% of portfolio
-
Morgan Stanley New York, NY37.6MShares$2.97 Billion0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO34.1MShares$2.69 Billion5.55% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.61 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.47 Billion7.3% of portfolio