American Financial & Tax Strategies Inc Vanguard Bd Index Fd Inc Short Transaction History
American Financial & Tax Strategies Inc
- $188 Million
- Q2 2025
A detailed history of American Financial & Tax Strategies Inc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 29,406 shares of BSV stock, worth $2.32 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
29,406
Previous 35,349
16.81%
Holding current value
$2.32 Million
Previous $2.77 Million
16.37%
% of portfolio
1.23%
Previous 1.52%
Shares
7 transactions
Others Institutions Holding BSV
# of Institutions
1,382Shares Held
415MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.32 Billion1.32% of portfolio
-
Morgan Stanley New York, NY37.6MShares$2.97 Billion0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO34.1MShares$2.69 Billion5.55% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.61 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.48 Billion7.3% of portfolio