Plan Group Financial, LLC Vanguard Bd Index Fd Inc Short Transaction History
Plan Group Financial, LLC
- $152 Million
- Q1 2024
A detailed history of Plan Group Financial, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Plan Group Financial, LLC holds 7,831 shares of BSV stock, worth $598,914. This represents 0.4% of its overall portfolio holdings.
Number of Shares
7,831
Previous 4,829
62.17%
Holding current value
$598,914
Previous $371,000
61.73%
% of portfolio
0.4%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,229Shares Held
353MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.7 Billion1.41% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.14 Billion0.17% of portfolio
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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