Pine Harbor Wealth Management, LLC Vanguard Bd Index Fd Inc Short Call Options Transaction History

Pine Harbor Wealth Management, LLC

$159 Billion
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BSV

# of Institutions

1,229

Shares Held

353M

Call Options Held

8.1K

Put Options Held

0

Envestnet Asset Management Inc

48.4M
Shares

$3.7 Billion
1.41% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.14 Billion
0.17% of portfolio
Mercer Global Advisors Inc Denver, CO

23.6M
Shares

$1.81 Billion
5.15% of portfolio
Goldman Sachs Group Inc New York, NY

19.2M
Shares

$1.47 Billion
0.27% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.7M
Shares

$1.05 Billion
3.95% of portfolio

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pine Harbor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pine Harbor Wealth Management, LLC with notifications on news.