Wiser Wealth Management, Inc Vanguard Bd Index Fd Inc Short Transaction History
Wiser Wealth Management, Inc
- $353 Million
- Q1 2025
A detailed history of Wiser Wealth Management, Inc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 198,314 shares of BSV stock, worth $15.5 Million. This represents 4.39% of its overall portfolio holdings.
Number of Shares
198,314
Previous 190,009
4.37%
Holding current value
$15.5 Million
Previous $14.7 Million
5.69%
% of portfolio
4.39%
Previous 4.14%
Shares
18 transactions
Others Institutions Holding BSV
# of Institutions
1,356Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.39 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$1.28 Billion4.27% of portfolio