Sugarloaf Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Sugarloaf Wealth Management, LLC
- $435 Million
- Q1 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,918 shares of BSV stock, worth $146,976. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,918
Previous 1,481
29.51%
Holding current value
$146,976
Previous $114,000
28.95%
% of portfolio
0.03%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding BSV
# of Institutions
1,229Shares Held
353MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.71 Billion1.41% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.14 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO23.6MShares$1.81 Billion5.15% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.47 Billion0.27% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.05 Billion3.95% of portfolio