Sage Financial Management Group, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Sage Financial Management Group, Inc.
- $211 Million
- Q1 2024
A detailed history of Sage Financial Management Group, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 172,759 shares of BSV stock, worth $13.3 Million. This represents 6.27% of its overall portfolio holdings.
Number of Shares
172,759
Previous 264,899
34.78%
Holding current value
$13.3 Million
Previous $20.4 Million
35.08%
% of portfolio
6.27%
Previous 10.95%
Shares
14 transactions
Others Institutions Holding BSV
# of Institutions
1,229Shares Held
353MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.72 Billion1.41% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.15 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.6MShares$1.82 Billion5.15% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.48 Billion0.27% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.06 Billion3.95% of portfolio