Forum Private Client Group LLC Vanguard Bd Index Fd Inc Short Transaction History
Forum Private Client Group LLC
- $281 Billion
- Q3 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 55,828 shares of BSV stock, worth $4.4 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
55,828
Previous 65,556
14.84%
Holding current value
$4.4 Million
Previous $5.16 Billion
14.61%
% of portfolio
1.57%
Previous 1.99%
Shares
14 transactions
Others Institutions Holding BSV
# of Institutions
1,391Shares Held
409MCall 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