Baltimore Washington Financial Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Baltimore Washington Financial Advisors, Inc.

$1.8 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$74.64 - $77.03 $195,930 - $202,203	2,625 New	2,625 $202,000

Others Institutions Holding BSV

# of Institutions

1,242

Shares Held

376M

Call Options Held

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.14 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.25 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.16 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.72 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.28 Billion
0.22% of portfolio

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baltimore Washington Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Baltimore Washington Financial Advisors, Inc. with notifications on news.

Account