Forum Private Client Group LLC Vanguard Bd Index Fd Inc Short Transaction History
Forum Private Client Group LLC
- $259 Billion
- Q2 2025
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 65,556 shares of BSV stock, worth $5.16 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
65,556
Previous 61,967
5.79%
Holding current value
$5.16 Million
Previous $4.85 Billion
6.36%
% of portfolio
1.99%
Previous 2.11%
Shares
13 transactions
Others Institutions Holding BSV
# of Institutions
1,382Shares Held
415MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.31 Billion1.32% of portfolio
-
Morgan Stanley New York, NY37.6MShares$2.96 Billion0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO34.1MShares$2.68 Billion5.55% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.47 Billion7.3% of portfolio