National Wealth Management Group, LLC Vanguard Bd Index Fd Inc Short Transaction History
National Wealth Management Group, LLC
- $148 Billion
- Q3 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 3,479 shares of BSV stock, worth $269,031. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,479
Previous 3,479
-0.0%
Holding current value
$269,031
Previous $267 Million
2.59%
% of portfolio
0.19%
Previous 0.2%
Shares
10 transactions
Others Institutions Holding BSV
# of Institutions
1,298Shares Held
383MCall Options Held
0Put Options Held
0-
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