Cic Wealth, LLC Vanguard Bd Index Fd Inc Short Transaction History

Cic Wealth, LLC

$387 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	SELL	$74.67 - $76.76 $103,119 - $106,005	-1,381 Reduced 33.72%	2,714 $208 Million
Q4 2022 Feb 15, 2023	BUY	$74.07 - $75.87 $303,316 - $310,687	4,095 New	4,095 $308 Million

Others Institutions Holding BSV

# of Institutions

1,256

Shares Held

375M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.15 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.25 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.16 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.72 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.28 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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