Epic Trust Investment Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Epic Trust Investment Advisors, LLC
- $84.7 Million
- Q2 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 3,169 shares of BSV stock, worth $248,829. This represents 0.29% of its overall portfolio holdings.
Number of Shares
3,169
Previous 3,225
1.74%
Holding current value
$248,829
Previous $247,000
1.62%
% of portfolio
0.29%
Previous 0.32%
Shares
6 transactions
Others Institutions Holding BSV
# of Institutions
1,368Shares Held
396MCall 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