Epic Trust Investment Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Epic Trust Investment Advisors, LLC
- $77.2 Million
- Q1 2024
A detailed history of Epic Trust Investment Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 3,225 shares of BSV stock, worth $247,744. This represents 0.32% of its overall portfolio holdings.
Number of Shares
3,225
Previous 3,225
-0.0%
Holding current value
$247,744
Previous $248,000
0.4%
% of portfolio
0.32%
Previous 0.34%
Shares
5 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
-
Mercer Global Advisors Inc Denver, CO23.6MShares$1.82 Billion5.15% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.48 Billion0.27% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.06 Billion3.95% of portfolio