Total Wealth Planning, LLC Vanguard Bd Index Fd Inc Short Transaction History
Total Wealth Planning, LLC
- $605 Million
- Q3 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 7,016 shares of BSV stock, worth $543,319. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,016
Previous 7,013
0.04%
Holding current value
$543,319
Previous $537,000
2.79%
% of portfolio
0.09%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding BSV
# of Institutions
1,242Shares Held
376MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.16 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.26 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.72 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.29 Billion0.22% of portfolio