Beacon Financial Advisory LLC Vanguard Bd Index Fd Inc Short Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
A detailed history of Beacon Financial Advisory LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 6,451 shares of BSV stock, worth $499,178. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,451
Previous 7,274
11.31%
Holding current value
$499,178
Previous $557,000
8.98%
% of portfolio
0.19%
Previous 0.22%
Shares
19 transactions
Others Institutions Holding BSV
# of Institutions
1,242Shares Held
376MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.15 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.25 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.72 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.29 Billion0.22% of portfolio