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 $19.2 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
242,762
              Previous 241,199
              
        
           0.65%
        
      
          
        Holding current value
$19.2 Million
            Previous $19 Million
            
        
           0.92%
        
      
          
        % of portfolio
3.96%
            Previous 4.2%
          
        Shares
	  19 transactions
	
  Others Institutions Holding BSV
# of Institutions
1,388Shares Held
418MCall Options Held
0Put Options Held
0- 
    
      Envestnet Asset Management Inc54.7MShares$4.32 Billion1.32% of portfolio
 - 
    
      Morgan Stanley New York, NY37.6MShares$2.97 Billion0.2% of portfolio
 - 
    
      Mercer Global Advisors Inc Denver, CO34.1MShares$2.69 Billion5.55% of portfolio
 - 
    
      Jpmorgan Chase & CO New York, NY20.3MShares$1.61 Billion0.12% of portfolio
 - 
    
      Allworth Financial LP18.7MShares$1.48 Billion7.3% of portfolio