Afg Fiduciary Services Limited Partnership Vanguard Bd Index Fd Inc Short Transaction History

Afg Fiduciary Services Limited Partnership

$311 Million
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$74.52 - $77.47 $293,534 - $305,154	-3,939 Reduced 58.51%	2,793 $209,000
Q2 2022 Aug 15, 2022	BUY	$75.68 - $77.74 $509,477 - $523,345	6,732 New	6,732 $523,000
Q1 2022 May 16, 2022	SELL	$77.66 - $80.73 $655,994 - $681,926	-8,447 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$80.78 - $81.98 $682,348 - $692,485	8,447 New	8,447 $683,000

Others Institutions Holding BSV

# of Institutions

1,281

Shares Held

379M

Call Options Held

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.16 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.26 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.17 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.73 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.29 Billion
0.22% of portfolio

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