Forza Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Forza Wealth Management, LLC
- $194 Billion
- Q2 2024
A detailed history of Forza Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Forza Wealth Management, LLC holds 71,967 shares of BSV stock, worth $5.55 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
71,967
Previous 71,042
1.3%
Holding current value
$5.55 Million
Previous $5.45 Billion
1.34%
% of portfolio
2.85%
Previous 2.83%
Shares
7 transactions
Others Institutions Holding BSV
# of Institutions
1,217Shares Held
354MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.73 Billion1.41% of portfolio
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Morgan Stanley New York, NY27.9MShares$2.16 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO23.6MShares$1.82 Billion5.15% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.48 Billion0.27% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.06 Billion3.95% of portfolio