Fidato Wealth LLC Vanguard Bd Index Fd Inc Short Transaction History
Fidato Wealth LLC
- $113 Million
- Q2 2024
A detailed history of Fidato Wealth LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Fidato Wealth LLC holds 106,279 shares of BSV stock, worth $8.37 Million. This represents 7.2% of its overall portfolio holdings.
Number of Shares
106,279
Previous 102,058
4.14%
Holding current value
$8.37 Million
Previous $7.82 Million
4.18%
% of portfolio
7.2%
Previous 7.02%
Shares
8 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.96 Billion1.37% of portfolio
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Morgan Stanley New York, NY27.9MShares$2.2 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO25.4MShares$2 Billion4.94% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.51 Billion0.25% of portfolio
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Jpmorgan Chase & CO New York, NY18.3MShares$1.44 Billion0.12% of portfolio