Willow Creek Wealth Management Inc. Vanguard Bd Index Fd Inc Short Transaction History
Willow Creek Wealth Management Inc.
- $945 Million
- Q4 2024
A detailed history of Willow Creek Wealth Management Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,320,076 shares of BSV stock, worth $103 Million. This represents 10.8% of its overall portfolio holdings.
Number of Shares
1,320,076
Previous 1,028,451
28.36%
Holding current value
$103 Million
Previous $79.2 Million
28.77%
% of portfolio
10.8%
Previous 10.13%
Shares
27 transactions
Others Institutions Holding BSV
# of Institutions
1,348Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.38 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.26 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.1 Billion0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.29 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.27 Billion4.27% of portfolio