Level Financial Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Level Financial Advisors, Inc.
- $327 Million
- Q3 2025
A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 197,233 shares of BSV stock, worth $15.5 Million. This represents 4.76% of its overall portfolio holdings.
Number of Shares
197,233
Previous 191,992
2.73%
Holding current value
$15.5 Million
Previous $15.1 Million
3.0%
% of portfolio
4.76%
Previous 5.08%
Shares
16 transactions
Others Institutions Holding BSV
# of Institutions
1,392Shares Held
410MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio