Caldwell Trust CO Vanguard Bd Index Fd Inc Short Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Caldwell Trust CO holds 25,614 shares of BSV stock, worth $2.03 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
25,614
Previous 24,578
4.22%
Holding current value
$2.03 Million
Previous $1.93 Billion
4.49%
% of portfolio
0.19%
Previous 0.19%
Shares
22 transactions
Others Institutions Holding BSV
# of Institutions
1,388Shares Held
418MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.32 Billion1.32% of portfolio
-
Morgan Stanley New York, NY37.6MShares$2.97 Billion0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO34.1MShares$2.69 Billion5.55% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.61 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.48 Billion7.3% of portfolio