National Wealth Management Group, LLC Vanguard Bd Index Fd Inc Short Transaction History
National Wealth Management Group, LLC
- $150 Billion
- Q4 2024
A detailed history of National Wealth Management Group, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, National Wealth Management Group, LLC holds 3,134 shares of BSV stock, worth $242,853. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,134
Previous 3,479
9.92%
Holding current value
$242,853
Previous $274 Million
11.54%
% of portfolio
0.16%
Previous 0.19%
Shares
11 transactions
Others Institutions Holding BSV
# of Institutions
1,331Shares Held
400MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.35 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.24 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.08 Billion0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.28 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.26 Billion4.27% of portfolio