Olio Financial Planning Vanguard Bd Index Fd Inc Short Transaction History
Olio Financial Planning
- $288 Million
- Q1 2025
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 8,356 shares of BSV stock, worth $658,285. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,356
Previous 37,989
78.0%
Holding current value
$658,285
Previous $2.94 Million
77.75%
% of portfolio
0.23%
Previous 1.03%
Shares
14 transactions
Others Institutions Holding BSV
# of Institutions
1,352Shares Held
389MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.24 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.49 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.4MShares$1.45 Billion8.29% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.3MShares$1.36 Billion4.45% of portfolio