Bogart Wealth, LLC Vanguard Bd Index Fd Inc Short Transaction History
Bogart Wealth, LLC
- $1.96 Billion
- Q1 2024
A detailed history of Bogart Wealth, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Bogart Wealth, LLC holds 855 shares of BSV stock, worth $65,578. This represents 0.0% of its overall portfolio holdings.
Number of Shares
855
Previous 2,150
60.23%
Holding current value
$65,578
Previous $165,000
60.61%
% of portfolio
0.0%
Previous 0.01%
Shares
16 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