Aletheian Wealth Advisors LLC Vanguard Bd Index Fd Inc Short Transaction History
Aletheian Wealth Advisors LLC
- $206 Million
- Q3 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 35,073 shares of BSV stock, worth $2.76 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
35,073
Previous 34,990
0.24%
Holding current value
$2.76 Million
Previous $2.75 Million
0.51%
% of portfolio
1.34%
Previous 1.41%
Shares
16 transactions
Others Institutions Holding BSV
# of Institutions
1,394Shares Held
409MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio