Axiom Financial Strategies, LLC Vanguard Bd Index Fd Inc Short Transaction History
Axiom Financial Strategies, LLC
- $157 Million
- Q1 2024
A detailed history of Axiom Financial Strategies, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Axiom Financial Strategies, LLC holds 114,711 shares of BSV stock, worth $8.81 Million. This represents 5.6% of its overall portfolio holdings.
Number of Shares
114,711
Previous 138,963
17.45%
Holding current value
$8.81 Million
Previous $10.7 Million
17.83%
% of portfolio
5.6%
Previous 6.96%
Shares
18 transactions
Others Institutions Holding BSV
# of Institutions
1,229Shares Held
353MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.72 Billion1.41% of portfolio
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Morgan Stanley New York, NY27.9MShares$2.15 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO23.6MShares$1.82 Billion5.15% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.48 Billion0.27% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.06 Billion3.95% of portfolio