Clientfirst Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Clientfirst Wealth Management, LLC
- $96.8 Million
- Q2 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 $507,235. This represents 0.52% of its overall portfolio holdings.
Number of Shares
6,437
Previous 6,437
-0.0%
Holding current value
$507,235
Previous $503,000
0.6%
% of portfolio
0.52%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,376Shares Held
415MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.31 Billion1.32% of portfolio
-
Morgan Stanley New York, NY37.6MShares$2.96 Billion0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO34.1MShares$2.69 Billion5.55% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.47 Billion7.3% of portfolio