Total Wealth Planning, LLC Vanguard Bd Index Fd Inc Short Transaction History
Total Wealth Planning, LLC
- $604 Million
- Q4 2024
A detailed history of Total Wealth Planning, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Total Wealth Planning, LLC holds 7,024 shares of BSV stock, worth $544,430. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,024
Previous 7,016
0.11%
Holding current value
$544,430
Previous $552,000
1.81%
% of portfolio
0.09%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding BSV
# of Institutions
1,340Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.35 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.24 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.09 Billion0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.28 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.27 Billion4.27% of portfolio