Summit Wealth Group LLC / CO Vanguard Bd Index Fd Inc Short Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 36,552 shares of BSV stock, worth $2.89 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
36,552Holding current value
$2.89 Million% of portfolio
0.72%Shares
1 transactions
Others Institutions Holding BSV
# of Institutions
1,388Shares Held
418MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.32 Billion1.32% of portfolio
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Morgan Stanley New York, NY37.6MShares$2.97 Billion0.2% of portfolio
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Mercer Global Advisors Inc Denver, CO34.1MShares$2.69 Billion5.55% of portfolio
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Jpmorgan Chase & CO New York, NY20.3MShares$1.61 Billion0.12% of portfolio
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Allworth Financial LP18.7MShares$1.48 Billion7.3% of portfolio