Hillcrest Wealth Advisors Ny, LLC Vanguard Bd Index Fd Inc Short Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $185 Million
- Q1 2024
A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 17,574 shares of BSV stock, worth $1.35 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
17,574
Previous 23,074
23.84%
Holding current value
$1.35 Million
Previous $1.78 Million
24.2%
% of portfolio
0.73%
Previous 0.98%
Shares
13 transactions
Others Institutions Holding BSV
# of Institutions
1,225Shares Held
354MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.72 Billion1.41% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.15 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO23.6MShares$1.82 Billion5.15% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.48 Billion0.27% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.06 Billion3.95% of portfolio