Simplicity Wealth,Llc Vanguard Bd Index Fd Inc Short Transaction History
Simplicity Wealth,Llc
- $461 Million
- Q4 2024
A detailed history of Simplicity Wealth,Llc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Simplicity Wealth,Llc holds 12,180 shares of BSV stock, worth $945,777. This represents 0.2% of its overall portfolio holdings.
Number of Shares
12,180
Previous 14,525
16.14%
Holding current value
$945,777
Previous $1.14 Million
17.6%
% of portfolio
0.2%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding BSV
# of Institutions
1,341Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.36 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.24 Billion5.51% of portfolio
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Jpmorgan Chase & CO New York, NY26.9MShares$2.09 Billion0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.28 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.27 Billion4.27% of portfolio