Carlsbad Wealth Advisory Group, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 100,465 shares of BSV stock, worth $7.77 Million. This represents 4.89% of its overall portfolio holdings.
Number of Shares
100,465Holding current value
$7.77 Million% of portfolio
4.89%Shares
1 transactions
Others Institutions Holding BSV
# of Institutions
1,220Shares Held
355MCall Options Held
8.1KPut Options Held
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Envestnet Asset Management Inc48.4MShares$3.74 Billion1.41% of portfolio
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Morgan Stanley New York, NY27.9MShares$2.16 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO23.6MShares$1.83 Billion5.15% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.49 Billion0.27% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO14.5MShares$1.12 Billion4.14% of portfolio