Stone Point Wealth LLC Vanguard Bd Index Fd Inc Short Transaction History
Stone Point Wealth LLC
- $275 Million
- Q2 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 66,433 shares of BSV stock, worth $5.18 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
66,433
Previous 62,207
6.79%
Holding current value
$5.18 Million
Previous $4.77 Million
6.84%
% of portfolio
1.85%
Previous 1.68%
Shares
11 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.92 Billion1.37% of portfolio
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Morgan Stanley New York, NY27.9MShares$2.17 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO25.4MShares$1.99 Billion4.94% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.5 Billion0.25% of portfolio
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Jpmorgan Chase & CO New York, NY18.3MShares$1.43 Billion0.12% of portfolio