Martel Wealth Advisors Inc Vanguard Bd Index Fd Inc Short Transaction History
Martel Wealth Advisors Inc
- $571 Billion
- Q3 2025
A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 839,924 shares of BSV stock, worth $66.2 Million. This represents 11.61% of its overall portfolio holdings.
Number of Shares
839,924
Previous 796,532
5.45%
Holding current value
$66.2 Million
Previous $62.7 Billion
5.73%
% of portfolio
11.61%
Previous 11.62%
Shares
29 transactions
Others Institutions Holding BSV
# of Institutions
1,392Shares Held
409MCall 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