Windward Private Wealth Management Inc. Vanguard Bd Index Fd Inc Short Transaction History
Windward Private Wealth Management Inc.
- $247 Million
- Q2 2024
A detailed history of Windward Private Wealth Management Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 709,652 shares of BSV stock, worth $55.8 Million. This represents 22.04% of its overall portfolio holdings.
Number of Shares
709,652
Previous 679,994
4.36%
Holding current value
$55.8 Million
Previous $52.1 Million
4.4%
% of portfolio
22.04%
Previous 21.31%
Shares
15 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.95 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.19 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$2 Billion4.94% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.51 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY18.3MShares$1.44 Billion0.12% of portfolio