Outlook Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Outlook Wealth Advisors, LLC
- $285 Million
- Q1 2024
A detailed history of Outlook Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 12,002 shares of BSV stock, worth $919,713. This represents 0.32% of its overall portfolio holdings.
Number of Shares
12,002
Previous 7,510
59.81%
Holding current value
$919,713
Previous $578,000
59.17%
% of portfolio
0.32%
Previous 0.24%
Shares
17 transactions
Others Institutions Holding BSV
# of Institutions
1,229Shares Held
353MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.71 Billion1.41% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.14 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.6MShares$1.81 Billion5.15% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.47 Billion0.27% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.05 Billion3.95% of portfolio