Iht Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q2 2025
A detailed history of Iht Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Iht Wealth Management, LLC holds 101,998 shares of BSV stock, worth $8.05 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
101,998
Previous 103,359
1.32%
Holding current value
$8.05 Million
Previous $8.09 Million
0.78%
% of portfolio
0.23%
Previous 0.26%
Shares
32 transactions
Others Institutions Holding BSV
# of Institutions
1,376Shares 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$1.47 Billion7.3% of portfolio