Financial Synergies Wealth Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 3,308 shares of BSV stock, worth $258,123. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,308
Previous 3,176
4.16%
Holding current value
$258,123
Previous $244 Million
6.83%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.92 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.17 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$1.99 Billion4.94% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.5 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY18.3MShares$1.43 Billion0.12% of portfolio