Wealth Forward, LLC Vanguard Bd Index Fd Inc Short Transaction History
Wealth Forward, LLC
- $149 Billion
- Q2 2025
A detailed history of Wealth Forward, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wealth Forward, LLC holds 139,294 shares of BSV stock, worth $11 Million. This represents 7.37% of its overall portfolio holdings.
Number of Shares
139,294
Previous 138,515
0.56%
Holding current value
$11 Million
Previous $10.8 Billion
1.1%
% of portfolio
7.37%
Previous 7.72%
Shares
7 transactions
Others Institutions Holding BSV
# of Institutions
1,381Shares Held
414MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.32 Billion1.32% of portfolio
-
Morgan Stanley New York, NY37.6MShares$2.97 Billion0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO34.1MShares$2.69 Billion5.55% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.61 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.48 Billion7.3% of portfolio