Sterling Wealth Management, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 2,762 shares of BSV stock, worth $216,789. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,762
Previous 3,291
16.07%
Holding current value
$216,789
Previous $259 Million
17.58%
% of portfolio
0.08%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding BSV
# of Institutions
1,365Shares Held
396MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.23 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.4MShares$1.45 Billion8.29% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.3MShares$1.36 Billion4.45% of portfolio