Forza Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Forza Wealth Management, LLC
- $244 Billion
- Q2 2025
A detailed history of Forza Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Forza Wealth Management, LLC holds 76,274 shares of BSV stock, worth $5.99 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
76,274
Previous 78,724
3.11%
Holding current value
$5.99 Million
Previous $6.16 Billion
2.59%
% of portfolio
2.46%
Previous 2.77%
Shares
11 transactions
Others Institutions Holding BSV
# of Institutions
1,374Shares Held
399MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.29 Billion1.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% 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
-
Empower Advisory Group, LLC Greenwood Village, CO18.1MShares$1.42 Billion4.29% of portfolio