Wiser Wealth Management, Inc Vanguard Bd Index Fd Inc Short Transaction History
Wiser Wealth Management, Inc
- $432 Million
- Q3 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 219,060 shares of BSV stock, worth $17.3 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
219,060
Previous 201,675
8.62%
Holding current value
$17.3 Million
Previous $15.9 Million
8.92%
% of portfolio
4.0%
Previous 4.01%
Shares
20 transactions
Others Institutions Holding BSV
# of Institutions
1,391Shares Held
409MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio