Curio Wealth, LLC Vanguard Bd Index Fd Inc Short Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Curio Wealth, LLC holds 288 shares of BSV stock, worth $22,271. This represents 0.01% of its overall portfolio holdings.

Number of Shares

288

Holding current value

$22,271

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$77.02 - $78.58 $22,181 - $22,631	288 New	288 $22.3 Million

Others Institutions Holding BSV

# of Institutions

1,304

Shares Held

388M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

53.7M
Shares

$4.15 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.25 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.16 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.72 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.5M
Shares

$1.27 Billion
0.21% of portfolio

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Curio Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curio Wealth, LLC with notifications on news.

Account