Wt Wealth Management Vanguard Bd Index Fd Inc Short Transaction History

Wt Wealth Management

$240 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	N/A	-3,534 Closed	0 $0
Q1 2022 May 06, 2022	BUY	N/A	3,534 New	3,534 $275,000

Others Institutions Holding BSV

# of Institutions

1,229

Shares Held

353M

Call Options Held

8.1K

Put Options Held

0

Envestnet Asset Management Inc

48.4M
Shares

$3.7 Billion
1.41% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.14 Billion
0.17% of portfolio
Mercer Global Advisors Inc Denver, CO

23.6M
Shares

$1.81 Billion
5.15% of portfolio
Goldman Sachs Group Inc New York, NY

19.2M
Shares

$1.47 Billion
0.27% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.7M
Shares

$1.05 Billion
3.95% of portfolio

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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