Monument Group Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Monument Group Wealth Advisors, LLC
- $166 Billion
- Q3 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 11,493 shares of BSV stock, worth $888,753. This represents 0.54% of its overall portfolio holdings.
Number of Shares
11,493
Previous 11,407
0.75%
Holding current value
$888,753
Previous $875 Million
3.37%
% of portfolio
0.54%
Previous 0.59%
Shares
4 transactions
Others Institutions Holding BSV
# of Institutions
1,237Shares Held
375MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.15 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.25 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.72 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.28 Billion0.22% of portfolio