Wealth Dimensions Group, Ltd. Vanguard Bd Index Fd Inc Short Transaction History
Wealth Dimensions Group, Ltd.
- $484 Million
- Q3 2025
A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 242,762 shares of BSV stock, worth $19.1 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
242,762
Previous 241,199
0.65%
Holding current value
$19.1 Million
Previous $19 Million
0.92%
% of portfolio
3.96%
Previous 4.2%
Shares
19 transactions
Others Institutions Holding BSV
# of Institutions
1,393Shares Held
410MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio