Wescott Financial Advisory Group, LLC Vanguard Bd Index Fd Inc Short Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 52,561 shares of BSV stock, worth $4.05 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
52,561
Previous 57,785
9.04%
Holding current value
$4.05 Million
Previous $4.43 Million
6.68%
% of portfolio
0.5%
Previous 0.58%
Shares
10 transactions
Others Institutions Holding BSV
# of Institutions
1,243Shares Held
376MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.14 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.25 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.15 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$1.28 Billion0.22% of portfolio