Claris Financial LLC Vanguard Bd Index Fd Inc Short Transaction History
Claris Financial LLC
- $119 Million
- Q2 2025
A detailed history of Claris Financial LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Claris Financial LLC holds 5,073 shares of BSV stock, worth $398,991. This represents 0.33% of its overall portfolio holdings.
Number of Shares
5,073
Previous 5,119
0.9%
Holding current value
$398,991
Previous $400,000
0.25%
% of portfolio
0.33%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,386Shares Held
418MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY37.6MShares$2.96 Billion0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO34.1MShares$2.68 Billion5.55% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.47 Billion7.3% of portfolio