Clientfirst Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Clientfirst Wealth Management, LLC
- $87.5 Million
- Q1 2025
A detailed history of Clientfirst Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 6,437 shares of BSV stock, worth $504,596. This represents 0.57% of its overall portfolio holdings.
Number of Shares
6,437
Previous 6,437
-0.0%
Holding current value
$504,596
Previous $497,000
1.21%
% of portfolio
0.57%
Previous 0.51%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,365Shares Held
396MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.22 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.4MShares$1.44 Billion8.29% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.3MShares$1.36 Billion4.45% of portfolio