Perfromance Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History
Perfromance Wealth Partners, LLC
- $2.71 Billion
- Q2 2024
A detailed history of Perfromance Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 40,640 shares of BSV stock, worth $3.19 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
40,640
Previous 26,792
51.69%
Holding current value
$3.19 Million
Previous $2.05 Million
51.75%
% of portfolio
0.11%
Previous 0.09%
Shares
9 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.94 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.18 Billion0.17% of portfolio
-
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
-
Jpmorgan Chase & CO New York, NY18.3MShares$1.43 Billion0.12% of portfolio