Bartlett & Co. Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History
Bartlett & Co. Wealth Management LLC
- $6.5 Trillion
- Q1 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 264,283 shares of BSV stock, worth $20.3 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
264,283
Previous 262,623
0.63%
Holding current value
$20.3 Million
Previous $20.2 Billion
0.24%
% of portfolio
0.31%
Previous 0.33%
Shares
23 transactions
Others Institutions Holding BSV
# of Institutions
1,228Shares 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
-
Mercer Global Advisors Inc Denver, CO23.6MShares$1.81 Billion5.15% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.47 Billion0.27% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.05 Billion3.95% of portfolio