Summit Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 25,890 shares of BSV stock, worth $2 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
25,890
Previous 25,486
1.59%
Holding current value
$2 Million
Previous $1.95 Billion
4.22%
% of portfolio
0.39%
Previous 0.41%
Shares
14 transactions
Others Institutions Holding BSV
# of Institutions
1,222Shares Held
372MCall Options Held
3.2KPut Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.16 Billion1.4% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$1.97 Billion4.94% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.72 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.48 Billion0.25% of portfolio