Brass Tax Wealth Management, Inc Vanguard Bd Index Fd Inc Short Transaction History
Brass Tax Wealth Management, Inc
- $476 Billion
- Q1 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 8,714 shares of BSV stock, worth $686,488. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,714
Previous 7,732
12.7%
Holding current value
$686,488
Previous $597 Million
14.17%
% of portfolio
0.14%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding BSV
# of Institutions
1,351Shares Held
392MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.24 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.28 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.12 Billion0.17% of portfolio
-
Allworth Financial LP18.4MShares$1.45 Billion8.29% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.3 Billion0.21% of portfolio