Topel & Distasi Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Topel & Distasi Wealth Management, LLC
- $228 Million
- Q2 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 5,332 shares of BSV stock, worth $416,055. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,332
Previous 5,332
-0.0%
Holding current value
$416,055
Previous $408,000
-0.0%
% of portfolio
0.18%
Previous 0.18%
Shares
6 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
-
Morgan Stanley New York, NY27.9MShares$2.17 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$1.99 Billion4.94% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.5 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY18.3MShares$1.43 Billion0.12% of portfolio