Stone Point Wealth LLC Vanguard Bd Index Fd Inc Short Transaction History
Stone Point Wealth LLC
- $294 Million
- Q4 2024
A detailed history of Stone Point Wealth LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Stone Point Wealth LLC holds 83,417 shares of BSV stock, worth $6.5 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
83,417
Previous 76,731
8.71%
Holding current value
$6.5 Million
Previous $6.04 Million
6.76%
% of portfolio
2.19%
Previous 1.98%
Shares
13 transactions
Others Institutions Holding BSV
# of Institutions
1,349Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.37 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.25 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.1 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