Tumwater Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Tumwater Wealth Management, LLC
- $215 Billion
- Q2 2025
A detailed history of Tumwater Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Tumwater Wealth Management, LLC holds 8,033 shares of BSV stock, worth $635,088. This represents 0.29% of its overall portfolio holdings.
Number of Shares
8,033
Previous 8,240
2.51%
Holding current value
$635,088
Previous $645 Million
1.99%
% of portfolio
0.29%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,388Shares Held
418MCall 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