Burkett Financial Services, LLC Vanguard Bd Index Fd Inc Short Transaction History
Burkett Financial Services, LLC
- $194 Billion
- Q1 2024
A detailed history of Burkett Financial Services, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Burkett Financial Services, LLC holds 28,313 shares of BSV stock, worth $2.17 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
28,313
Previous 15,020
88.5%
Holding current value
$2.17 Million
Previous $1.16 Billion
87.65%
% of portfolio
1.12%
Previous 0.64%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,229Shares 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
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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