Evergreen Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Evergreen Wealth Management, LLC
- $148 Billion
- Q1 2024
A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 89,134 shares of BSV stock, worth $6.85 Million. This represents 4.63% of its overall portfolio holdings.
Number of Shares
89,134
Previous 89,134
-0.0%
Holding current value
$6.85 Million
Previous $6.87 Billion
0.45%
% of portfolio
4.63%
Previous 5.05%
Shares
5 transactions
Others Institutions Holding BSV
# of Institutions
1,230Shares 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