Wiser Wealth Management, Inc Vanguard Bd Index Fd Inc Short Transaction History
Wiser Wealth Management, Inc
- $322 Million
- Q2 2024
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 182,649 shares of BSV stock, worth $14.3 Million. This represents 4.35% of its overall portfolio holdings.
Number of Shares
182,649
Previous 187,260
2.46%
Holding current value
$14.3 Million
Previous $14.4 Million
2.42%
% of portfolio
4.35%
Previous 4.71%
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$3.94 Billion1.37% of portfolio
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Morgan Stanley New York, NY27.9MShares$2.18 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO25.4MShares$1.99 Billion4.94% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.5 Billion0.25% of portfolio
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Jpmorgan Chase & CO New York, NY18.3MShares$1.43 Billion0.12% of portfolio