Olio Financial Planning Vanguard Bd Index Fd Inc Short Transaction History
Olio Financial Planning
- $267 Million
- Q3 2024
A detailed history of Olio Financial Planning transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Olio Financial Planning holds 159,486 shares of BSV stock, worth $12.3 Million. This represents 4.7% of its overall portfolio holdings.
Number of Shares
159,486
Previous 159,289
0.12%
Holding current value
$12.3 Million
Previous $12.2 Million
2.72%
% of portfolio
4.7%
Previous 4.88%
Shares
12 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$2.26 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$1.29 Billion0.22% of portfolio