Archvest Wealth Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Archvest Wealth Advisors, Inc.
- $151 Million
- Q2 2024
A detailed history of Archvest Wealth Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 44,055 shares of BSV stock, worth $3.46 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
44,055
Previous 82,289
46.46%
Holding current value
$3.46 Million
Previous $6.31 Million
46.44%
% of portfolio
2.24%
Previous 4.43%
Shares
11 transactions
Others Institutions Holding BSV
# of Institutions
1,216Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.95 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.19 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$2 Billion4.94% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.51 Billion0.25% of portfolio
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Jpmorgan Chase & CO New York, NY18.3MShares$1.43 Billion0.12% of portfolio