Wiser Wealth Management, Inc Vanguard Bd Index Fd Inc Short Transaction History
Wiser Wealth Management, Inc
- $396 Million
- Q2 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 201,675 shares of BSV stock, worth $15.8 Million. This represents 4.01% of its overall portfolio holdings.
Number of Shares
201,675
Previous 198,314
1.69%
Holding current value
$15.8 Million
Previous $15.5 Million
2.29%
% of portfolio
4.01%
Previous 4.39%
Shares
19 transactions
Others Institutions Holding BSV
# of Institutions
1,363Shares Held
395MCall 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$1.6 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