Level Financial Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Level Financial Advisors, Inc.
- $218 Million
- Q2 2024
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 161,770 shares of BSV stock, worth $12.5 Million. This represents 5.7% of its overall portfolio holdings.
Number of Shares
161,770
Previous 160,550
0.76%
Holding current value
$12.5 Million
Previous $12.3 Million
0.8%
% of portfolio
5.7%
Previous 5.85%
Shares
11 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