Geo Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Geo Wealth Management, LLC
- $2.4 Billion
- Q2 2025
A detailed history of Geo Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Geo Wealth Management, LLC holds 458 shares of BSV stock, worth $36,209. This represents 0.0% of its overall portfolio holdings.
Number of Shares
458
Previous 37
1137.84%
Holding current value
$36,209
Previous $2,000
1700.0%
% of portfolio
0.0%
Previous 0.0%
Shares
24 transactions
Others Institutions Holding BSV
# of Institutions
1,388Shares Held
418MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.32 Billion1.32% of portfolio
-
Morgan Stanley New York, NY37.6MShares$2.97 Billion0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO34.1MShares$2.69 Billion5.55% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.61 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.48 Billion7.3% of portfolio