Forthright Family Wealth Advisory LLC Vanguard Bd Index Fd Inc Short Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 10,485 shares of BSV stock, worth $811,119. This represents 0.52% of its overall portfolio holdings.
Number of Shares
10,485
Previous 10,525
0.38%
Holding current value
$811,119
Previous $807 Million
0.35%
% of portfolio
0.52%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,237Shares Held
375MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.15 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.25 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.72 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.29 Billion0.22% of portfolio