Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Vanguard Bd Index Fd Inc Short Transaction History
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
- $574 Million
- Q2 2025
A detailed history of Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. holds 4,215 shares of BSV stock, worth $333,237. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,215
Previous 4,140
1.81%
Holding current value
$333,237
Previous $324,000
2.16%
% of portfolio
0.06%
Previous 0.05%
Shares
23 transactions
Others Institutions Holding BSV
# of Institutions
1,389Shares Held
415MCall 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