Integris Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Integris Wealth Management, LLC
- $346 Billion
- Q2 2024
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 793,111 shares of BSV stock, worth $61.4 Million. This represents 17.57% of its overall portfolio holdings.
Number of Shares
793,111
Previous 771,254
2.83%
Holding current value
$61.4 Million
Previous $59.1 Billion
2.87%
% of portfolio
17.57%
Previous 16.35%
Shares
7 transactions
Others Institutions Holding BSV
# of Institutions
1,220Shares Held
355MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.75 Billion1.41% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.6MShares$1.83 Billion5.15% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.49 Billion0.27% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.5MShares$1.12 Billion4.14% of portfolio