Meritas Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Meritas Wealth Management, LLC
- $171 Billion
- Q1 2025
A detailed history of Meritas Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 3,087 shares of BSV stock, worth $241,063. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,087
Previous 3,087
-0.0%
Holding current value
$241,063
Previous $239 Million
1.31%
% of portfolio
0.14%
Previous 0.14%
Shares
6 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