Onyx Bridge Wealth Group LLC Vanguard Bd Index Fd Inc Short Transaction History

Onyx Bridge Wealth Group LLC

$639 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 10, 2023	SELL	$74.67 - $76.76 $70,861 - $72,845	-949 Reduced 21.61%	3,443 $263,000
Q4 2022 Jan 11, 2023	SELL	$74.07 - $75.87 $56,441 - $57,812	-762 Reduced 14.78%	4,392 $0
Q3 2022 Oct 13, 2022	SELL	$74.52 - $77.47 $55,517 - $57,715	-745 Reduced 12.63%	5,154 $385,000
Q2 2022 Jul 25, 2022	SELL	$75.68 - $77.74 $166,268 - $170,794	-2,197 Reduced 27.14%	5,899 $455,000
Q1 2022 May 09, 2022	BUY	$77.66 - $80.73 $131,400 - $136,595	1,692 Added 26.42%	8,096 $626,000
Q4 2021 Jan 18, 2022	BUY	$80.78 - $81.98 $44,671 - $45,334	553 Added 9.45%	6,404 $517,000
Q3 2021 Oct 20, 2021	SELL	$81.9 - $82.4 $570,187 - $573,668	-6,962 Reduced 54.34%	5,851 $477,000
Q2 2021 Jul 20, 2021	BUY	$82.08 - $82.43 $662,713 - $665,539	8,074 Added 170.37%	12,813 $1.05 Million
Q1 2021 May 12, 2021	BUY	$82.08 - $82.89 $388,977 - $392,815	4,739 New	4,739 $389,000

Others Institutions Holding BSV

# of Institutions

1,237

Shares Held

375M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.15 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.25 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.16 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.72 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.29 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

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