Arcadia Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Arcadia Wealth Management, LLC
- $163 Billion
- Q1 2024
A detailed history of Arcadia Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 65,086 shares of BSV stock, worth $4.99 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
65,086
Previous 57,628
12.94%
Holding current value
$4.99 Million
Previous $4.44 Billion
12.51%
% of portfolio
3.07%
Previous 3.08%
Shares
4 transactions
Others Institutions Holding BSV
# of Institutions
1,229Shares Held
353MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.71 Billion1.41% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.14 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO23.6MShares$1.81 Billion5.15% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.47 Billion0.27% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.05 Billion3.95% of portfolio