Newman & Schimel, LLC Vanguard Bd Index Fd Inc Short Transaction History
Newman & Schimel, LLC
- $221 Million
- Q4 2022
A detailed history of Newman & Schimel, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Newman & Schimel, LLC holds 398,428 shares of BSV stock, worth $31.4 Million. This represents 13.57% of its overall portfolio holdings.
Number of Shares
398,428
Previous 392,783
1.44%
Holding current value
$31.4 Million
Previous $29.4 Million
2.06%
% of portfolio
13.57%
Previous 14.51%
Shares
5 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.96 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.2 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$2.01 Billion4.94% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.51 Billion0.25% of portfolio
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Jpmorgan Chase & CO New York, NY18.3MShares$1.44 Billion0.12% of portfolio