Bernard Wealth Management Corp. Vanguard Bd Index Fd Inc Short Transaction History
Bernard Wealth Management Corp.
- $216 Billion
- Q2 2025
A detailed history of Bernard Wealth Management Corp. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 277 shares of BSV stock, worth $21,750. This represents 0.01% of its overall portfolio holdings.
Number of Shares
277
Previous 277
-0.0%
Holding current value
$21,750
Previous $21.7 Million
0.53%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,377Shares Held
397MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.29 Billion1.32% of portfolio
-
Morgan Stanley New York, NY37.6MShares$2.95 Billion0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO34.1MShares$2.68 Billion5.55% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.47 Billion7.3% of portfolio