Aegis Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History
Aegis Wealth Management LLC
- $148 Billion
- Q4 2024
A detailed history of Aegis Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Aegis Wealth Management LLC holds 8,743 shares of BSV stock, worth $680,642. This represents 0.46% of its overall portfolio holdings.
Number of Shares
8,743Holding current value
$680,642% of portfolio
0.46%Shares
1 transactions
Others Institutions Holding BSV
# of Institutions
1,352Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.37 Billion1.44% of portfolio
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Mercer Global Advisors Inc Denver, CO28.9MShares$2.25 Billion5.51% of portfolio
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Jpmorgan Chase & CO New York, NY26.9MShares$2.09 Billion0.17% of portfolio
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Goldman Sachs Group Inc New York, NY16.5MShares$1.28 Billion0.21% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.27 Billion4.27% of portfolio