Prosperity Planning, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Prosperity Planning, Inc.
- $330 Million
- Q2 2025
A detailed history of Prosperity Planning, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Prosperity Planning, Inc. holds 68,129 shares of BSV stock, worth $5.37 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
68,129
Previous 70,528
3.4%
Holding current value
$5.37 Million
Previous $5.52 Million
2.85%
% of portfolio
1.62%
Previous 1.8%
Shares
12 transactions
Others Institutions Holding BSV
# of Institutions
1,382Shares Held
415MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.31 Billion1.32% of portfolio
-
Morgan Stanley New York, NY37.6MShares$2.96 Billion0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO34.1MShares$2.68 Billion5.55% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.47 Billion7.3% of portfolio