Bromfield Sneider Wealth Advisors Vanguard Bd Index Fd Inc Short Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 7,686 shares of BSV stock, worth $605,503. This represents 0.37% of its overall portfolio holdings.
Number of Shares
7,686
Previous 7,686
-0.0%
Holding current value
$605,503
Previous $591,000
0.34%
% of portfolio
0.37%
Previous 0.4%
Shares
8 transactions
Others Institutions Holding BSV
# of Institutions
1,382Shares Held
415MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.31 Billion1.32% of portfolio
-
Morgan Stanley New York, NY37.6MShares$2.96 Billion0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO34.1MShares$2.68 Billion5.55% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.47 Billion7.3% of portfolio