Burt Wealth Advisors Vanguard Bd Index Fd Inc Short Transaction History
Burt Wealth Advisors
- $402 Million
- Q1 2025
A detailed history of Burt Wealth Advisors transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Burt Wealth Advisors holds 15,004 shares of BSV stock, worth $1.18 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
15,004
Previous 15,133
0.85%
Holding current value
$1.18 Million
Previous $1.17 Million
0.43%
% of portfolio
0.29%
Previous 0.3%
Shares
14 transactions
Others Institutions Holding BSV
# of Institutions
1,346Shares Held
388MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.4 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.27 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.11 Billion0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.29 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.28 Billion4.27% of portfolio