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 $4.31 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
55,612
Previous 141,717
60.76%
Holding current value
$4.31 Million
Previous $10.8 Million
61.23%
% of portfolio
2.84%
Previous 7.58%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,242Shares Held
376MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.16 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.26 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