Kiley Juergens Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Kiley Juergens Wealth Management, LLC
- $436 Million
- Q3 2025
A detailed history of Kiley Juergens Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 66,964 shares of BSV stock, worth $5.29 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
66,964
Previous 68,790
2.65%
Holding current value
$5.29 Million
Previous $5.41 Million
2.38%
% of portfolio
1.21%
Previous 1.3%
Shares
29 transactions
Others Institutions Holding BSV
# of Institutions
1,388Shares Held
418MCall 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