Coordinated Financial Services, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Coordinated Financial Services, Inc.
- $156 Billion
- Q3 2025
A detailed history of Coordinated Financial Services, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 14,839 shares of BSV stock, worth $1.17 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
14,839
Previous 13,483
10.06%
Holding current value
$1.17 Million
Previous $1.06 Billion
10.35%
% of portfolio
0.75%
Previous 0.73%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,393Shares Held
410MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio