Principia Wealth Advisory, LLC Vanguard Bd Index Fd Inc Short Transaction History
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 6,173 shares of BSV stock, worth $486,308. This represents 0.46% of its overall portfolio holdings.
Number of Shares
6,173
Previous 6,099
1.21%
Holding current value
$486,308
Previous $471 Million
2.23%
% of portfolio
0.46%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,351Shares Held
392MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.24 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.28 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.12 Billion0.17% of portfolio
-
Allworth Financial LP18.4MShares$1.45 Billion8.29% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.3 Billion0.21% of portfolio