Colonial River Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Colonial River Wealth Management, LLC
- $177 Million
- Q1 2024
A detailed history of Colonial River Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 5,362 shares of BSV stock, worth $411,908. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,362
Previous 5,402
0.74%
Holding current value
$411,908
Previous $416,000
1.2%
% of portfolio
0.23%
Previous 0.25%
Shares
13 transactions
Others Institutions Holding BSV
# of Institutions
1,229Shares Held
353MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.72 Billion1.41% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.15 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO23.6MShares$1.82 Billion5.15% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.48 Billion0.27% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.06 Billion3.95% of portfolio