Trajan Wealth LLC Vanguard Bd Index Fd Inc Short Transaction History
Trajan Wealth LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Trajan Wealth LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Trajan Wealth LLC holds 278,998 shares of BSV stock, worth $21.6 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
278,998
Previous 223,994
24.56%
Holding current value
$21.6 Million
Previous $17.6 Billion
22.31%
% of portfolio
1.19%
Previous 1.04%
Shares
4 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