Aletheian Wealth Advisors LLC Vanguard Bd Index Fd Inc Short Transaction History
Aletheian Wealth Advisors LLC
- $177 Million
- Q1 2024
A detailed history of Aletheian Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 28,673 shares of BSV stock, worth $2.19 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
28,673
Previous 24,352
17.74%
Holding current value
$2.19 Million
Previous $1.88 Million
17.23%
% of portfolio
1.24%
Previous 1.29%
Shares
10 transactions
Others Institutions Holding BSV
# of Institutions
1,229Shares Held
353MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.7 Billion1.41% of portfolio
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Morgan Stanley New York, NY27.9MShares$2.14 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO23.6MShares$1.81 Billion5.15% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.47 Billion0.27% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.05 Billion3.95% of portfolio