Wolff Financial Management LLC Vanguard Bd Index Fd Inc Short Transaction History
Wolff Financial Management LLC
- $387 Million
- Q2 2025
A detailed history of Wolff Financial Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wolff Financial Management LLC holds 2,892 shares of BSV stock, worth $227,079. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,892
Previous 2,838
1.9%
Holding current value
$227,079
Previous $222,000
2.7%
% of portfolio
0.06%
Previous 0.06%
Shares
24 transactions
Others Institutions Holding BSV
# of Institutions
1,374Shares Held
399MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.29 Billion1.32% 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 LP18.7MShares$1.47 Billion7.3% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO18.1MShares$1.42 Billion4.29% of portfolio