Peninsula Wealth, LLC Vanguard Bd Index Fd Inc Short Transaction History
Peninsula Wealth, LLC
- $581 Million
- Q4 2024
A detailed history of Peninsula Wealth, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Peninsula Wealth, LLC holds 4,914 shares of BSV stock, worth $387,124. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,914
Previous 4,914
-0.0%
Holding current value
$387,124
Previous $386,000
1.81%
% of portfolio
0.07%
Previous 0.07%
Shares
13 transactions
Others Institutions Holding BSV
# of Institutions
1,351Shares Held
387MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.24 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.28 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.12 Billion0.17% of portfolio
-
Allworth Financial LP18.4MShares$1.45 Billion8.29% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.3 Billion0.21% of portfolio