Summit Financial Strategies, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Summit Financial Strategies, Inc.
- $679 Million
- Q1 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 19,469 shares of BSV stock, worth $1.5 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
19,469
Previous 16,054
21.27%
Holding current value
$1.5 Million
Previous $1.24 Million
20.71%
% of portfolio
0.22%
Previous 0.2%
Shares
12 transactions
Others Institutions Holding BSV
# of Institutions
1,225Shares Held
354MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.72 Billion1.41% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.15 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.6MShares$1.82 Billion5.15% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.48 Billion0.27% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.06 Billion3.95% of portfolio