Dakota Wealth Management Vanguard Bd Index Fd Inc Short Transaction History
Dakota Wealth Management
- $4.67 Billion
- Q2 2025
A detailed history of Dakota Wealth Management transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Dakota Wealth Management holds 2,877 shares of BSV stock, worth $227,455. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,877
Previous 5,189
44.56%
Holding current value
$227,455
Previous $406,000
44.33%
% of portfolio
0.0%
Previous 0.01%
Shares
24 transactions
Others Institutions Holding BSV
# of Institutions
1,388Shares Held
418MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.32 Billion1.32% of portfolio
-
Morgan Stanley New York, NY37.6MShares$2.97 Billion0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO34.1MShares$2.69 Billion5.55% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.61 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.48 Billion7.3% of portfolio