Windward Private Wealth Management Inc. Vanguard Bd Index Fd Inc Short Transaction History
Windward Private Wealth Management Inc.
- $256 Million
- Q1 2025
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 772,307 shares of BSV stock, worth $60.5 Million. This represents 23.62% of its overall portfolio holdings.
Number of Shares
772,307
Previous 765,700
0.86%
Holding current value
$60.5 Million
Previous $59.2 Million
2.18%
% of portfolio
23.62%
Previous 23.12%
Shares
18 transactions
Others Institutions Holding BSV
# of Institutions
1,356Shares Held
394MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.22 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.59 Billion0.12% of portfolio
-
Allworth Financial LP18.4MShares$1.44 Billion8.29% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.3MShares$1.36 Billion4.45% of portfolio