Cape Investment Advisory, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Cape Investment Advisory, Inc.
- $251 Billion
- Q1 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 4,600 shares of BSV stock, worth $358,800. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,600
Previous 2,953
55.77%
Holding current value
$358,800
Previous $228 Million
57.81%
% of portfolio
0.14%
Previous 0.09%
Shares
9 transactions
Others Institutions Holding BSV
# of Institutions
1,355Shares Held
394MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.2 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.47 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.59 Billion0.12% of portfolio
-
Allworth Financial LP18.4MShares$1.44 Billion8.29% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.3MShares$1.35 Billion4.45% of portfolio