Wealth Forward, LLC Vanguard Bd Index Fd Inc Short Transaction History
Wealth Forward, LLC
- $142 Billion
- Q4 2024
A detailed history of Wealth Forward, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wealth Forward, LLC holds 137,525 shares of BSV stock, worth $10.6 Million. This represents 7.5% of its overall portfolio holdings.
Number of Shares
137,525
Previous 124,508
10.45%
Holding current value
$10.6 Million
Previous $9.8 Billion
8.46%
% of portfolio
7.5%
Previous 6.87%
Shares
5 transactions
Others Institutions Holding BSV
# of Institutions
1,253Shares Held
375MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.15 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.25 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