Ever Source Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 354,912 shares of BSV stock, worth $28 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
354,912
Previous 332,107
6.87%
Holding current value
$28 Million
Previous $26.1 Million
7.15%
% of portfolio
1.27%
Previous 1.34%
Shares
16 transactions
Others Institutions Holding BSV
# of Institutions
1,393Shares Held
410MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio