Aprio Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Aprio Wealth Management, LLC
- $514 Million
- Q2 2024
A detailed history of Aprio Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 2,967 shares of BSV stock, worth $231,515. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,967
Previous 2,967
-0.0%
Holding current value
$231,515
Previous $227,000
-0.0%
% of portfolio
0.04%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.92 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.17 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$1.99 Billion4.94% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.5 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY18.3MShares$1.43 Billion0.12% of portfolio