Delap Wealth Advisory, LLC Vanguard Bd Index Fd Inc Short Transaction History
Delap Wealth Advisory, LLC
- $208 Billion
- Q2 2025
A detailed history of Delap Wealth Advisory, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 23,643 shares of BSV stock, worth $1.86 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
23,643
Previous 29,669
20.31%
Holding current value
$1.86 Million
Previous $2.32 Billion
19.88%
% of portfolio
0.89%
Previous 1.29%
Shares
11 transactions
Others Institutions Holding BSV
# of Institutions
1,374Shares Held
399MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.29 Billion1.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% 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
-
Empower Advisory Group, LLC Greenwood Village, CO18.1MShares$1.42 Billion4.29% of portfolio