Total Wealth Planning, LLC Vanguard Bd Index Fd Inc Short Transaction History
Total Wealth Planning, LLC
- $558 Million
- Q2 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 7,013 shares of BSV stock, worth $552,834. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,013
Previous 7,006
0.1%
Holding current value
$552,834
Previous $537,000
-0.0%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.96 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.2 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$2.01 Billion4.94% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.51 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY18.3MShares$1.44 Billion0.12% of portfolio