Level Financial Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Level Financial Advisors, Inc.
- $243 Million
- Q3 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 172,742 shares of BSV stock, worth $13.3 Million. This represents 5.58% of its overall portfolio holdings.
Number of Shares
172,742
Previous 161,770
6.78%
Holding current value
$13.3 Million
Previous $12.4 Million
9.56%
% of portfolio
5.58%
Previous 5.7%
Shares
12 transactions
Others Institutions Holding BSV
# of Institutions
1,243Shares Held
376MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.14 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.25 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.15 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.72 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.28 Billion0.22% of portfolio