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 $31.2 Million. This represents 13.57% of its overall portfolio holdings.
Number of Shares
398,428
Previous 392,783
1.44%
Holding current value
$31.2 Million
Previous $29.4 Million
2.06%
% of portfolio
13.57%
Previous 14.51%
Shares
5 transactions
Others Institutions Holding BSV
# of Institutions
1,361Shares Held
394MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.22 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.59 Billion0.12% of portfolio
-
Allworth Financial LP18.4MShares$1.44 Billion8.29% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.3MShares$1.36 Billion4.45% of portfolio