Planning Center, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Planning Center, Inc.

$592 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	BUY	$75.68 - $77.74 $292,503 - $300,465	3,865 New	3,865 $297,000

Others Institutions Holding BSV

# of Institutions

1,240

Shares Held

376M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.17 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.26 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.17 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.73 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

Ticker BSV
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