Rockwood Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Rockwood Wealth Management, LLC
- $981 Billion
- Q1 2025
A detailed history of Rockwood Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 18,361 shares of BSV stock, worth $1.43 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
18,361
Previous 29,983
38.76%
Holding current value
$1.43 Million
Previous $2.32 Billion
37.94%
% of portfolio
0.15%
Previous 0.25%
Shares
13 transactions
Others Institutions Holding BSV
# of Institutions
1,355Shares Held
394MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.2 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.47 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.59 Billion0.12% of portfolio
-
Allworth Financial LP18.4MShares$1.44 Billion8.29% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.3MShares$1.35 Billion4.45% of portfolio