Barnes Wealth Management Group, Inc Vanguard Bd Index Fd Inc Short Transaction History
Barnes Wealth Management Group, Inc
- $156 Billion
- Q1 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 6,216 shares of BSV stock, worth $487,769. This represents 0.31% of its overall portfolio holdings.
Number of Shares
6,216
Previous 8,043
22.72%
Holding current value
$487,769
Previous $621 Million
21.69%
% of portfolio
0.31%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,361Shares Held
394MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.23 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.4MShares$1.45 Billion8.29% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.3MShares$1.36 Billion4.45% of portfolio