Fsm Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Fsm Wealth Advisors, LLC
- $443 Million
- Q1 2025
A detailed history of Fsm Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 5,263 shares of BSV stock, worth $414,619. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,263
Previous 7,084
25.71%
Holding current value
$414,619
Previous $547,000
24.86%
% of portfolio
0.09%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,351Shares Held
392MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.24 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.28 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.12 Billion0.17% of portfolio
-
Allworth Financial LP18.4MShares$1.45 Billion8.29% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.3 Billion0.21% of portfolio