Precision Wealth Strategies, LLC Vanguard Bd Index Fd Inc Short Transaction History
Precision Wealth Strategies, LLC
- $267 Million
- Q3 2025
A detailed history of Precision Wealth Strategies, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 132,396 shares of BSV stock, worth $10.4 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
132,396
Previous 148,437
10.81%
Holding current value
$10.4 Million
Previous $11.7 Million
10.56%
% of portfolio
3.91%
Previous 4.26%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,391Shares 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