Massachusetts Wealth Management Vanguard Bd Index Fd Inc Short Transaction History
Massachusetts Wealth Management
- $177 Billion
- Q2 2025
A detailed history of Massachusetts Wealth Management transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Massachusetts Wealth Management holds 28,927 shares of BSV stock, worth $2.28 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
28,927
Previous 28,367
1.97%
Holding current value
$2.28 Million
Previous $2.22 Billion
2.52%
% of portfolio
1.28%
Previous 1.52%
Shares
8 transactions
Others Institutions Holding BSV
# of Institutions
1,376Shares Held
415MCall 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$1.47 Billion7.3% of portfolio