Olio Financial Planning Vanguard Bd Index Fd Inc Short Transaction History
Olio Financial Planning
- $250 Million
- Q2 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 159,289 shares of BSV stock, worth $12.4 Million. This represents 4.88% of its overall portfolio holdings.
Number of Shares
159,289
Previous 159,486
0.12%
Holding current value
$12.4 Million
Previous $12.2 Million
0.08%
% of portfolio
4.88%
Previous 4.9%
Shares
11 transactions
Others Institutions Holding BSV
# of Institutions
1,216Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.92 Billion1.37% of portfolio
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Morgan Stanley New York, NY27.9MShares$2.17 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO25.4MShares$1.99 Billion4.94% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.5 Billion0.25% of portfolio
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Jpmorgan Chase & CO New York, NY18.3MShares$1.43 Billion0.12% of portfolio