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 $15.6 Million. This represents 4.76% of its overall portfolio holdings.
Number of Shares
197,233
Previous 191,992
2.73%
Holding current value
$15.6 Million
Previous $15.1 Million
3.0%
% of portfolio
4.76%
Previous 5.08%
Shares
16 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