Aletheian Wealth Advisors LLC Vanguard Bd Index Fd Inc Short Transaction History
Aletheian Wealth Advisors LLC
- $195 Million
- Q2 2025
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 34,990 shares of BSV stock, worth $2.75 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
34,990
Previous 34,056
2.74%
Holding current value
$2.75 Million
Previous $2.66 Million
3.34%
% of portfolio
1.41%
Previous 1.56%
Shares
15 transactions
Others Institutions Holding BSV
# of Institutions
1,368Shares Held
395MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.29 Billion1.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% 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
-
Empower Advisory Group, LLC Greenwood Village, CO18.1MShares$1.42 Billion4.29% of portfolio