Forum Private Client Group LLC Vanguard Bd Index Fd Inc Short Transaction History
Forum Private Client Group LLC
- $210 Billion
- Q2 2024
A detailed history of Forum Private Client Group LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Forum Private Client Group LLC holds 54,506 shares of BSV stock, worth $4.25 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
54,506
Previous 50,071
8.86%
Holding current value
$4.25 Million
Previous $3.84 Billion
8.9%
% of portfolio
1.99%
Previous 1.86%
Shares
9 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
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Morgan Stanley New York, NY27.9MShares$2.17 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO25.4MShares$1.99 Billion4.94% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.5 Billion0.25% of portfolio
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Jpmorgan Chase & CO New York, NY18.3MShares$1.43 Billion0.12% of portfolio