Aletheian Wealth Advisors LLC Vanguard Bd Index Fd Inc Short Transaction History
Aletheian Wealth Advisors LLC
- $163 Million
- Q3 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 31,675 shares of BSV stock, worth $2.45 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
31,675
Previous 29,594
7.03%
Holding current value
$2.45 Million
Previous $2.27 Million
9.83%
% of portfolio
1.52%
Previous 1.24%
Shares
12 transactions
Others Institutions Holding BSV
# of Institutions
1,237Shares Held
375MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.15 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.25 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.72 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.28 Billion0.22% of portfolio