Integris Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Integris Wealth Management, LLC
- $383 Billion
- Q2 2025
A detailed history of Integris Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Integris Wealth Management, LLC holds 754,404 shares of BSV stock, worth $59.2 Million. This represents 15.48% of its overall portfolio holdings.
Number of Shares
754,404
Previous 759,899
0.72%
Holding current value
$59.2 Million
Previous $59.5 Billion
0.19%
% of portfolio
15.48%
Previous 16.97%
Shares
11 transactions
Others Institutions Holding BSV
# of Institutions
1,368Shares Held
396MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.29 Billion1.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.47 Billion7.3% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO18.1MShares$1.42 Billion4.29% of portfolio