Bms Financial Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 55,612 shares of BSV stock, worth $4.38 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
55,612
Previous 141,717
60.76%
Holding current value
$4.38 Million
Previous $10.8 Million
61.23%
% of portfolio
2.84%
Previous 7.58%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.96 Billion1.37% of portfolio
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Morgan Stanley New York, NY27.9MShares$2.2 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO25.4MShares$2.01 Billion4.94% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.51 Billion0.25% of portfolio
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Jpmorgan Chase & CO New York, NY18.3MShares$1.44 Billion0.12% of portfolio