Rf&L Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Rf&L Wealth Management, LLC
- $155 Billion
- Q2 2025
A detailed history of Rf&L Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 100,955 shares of BSV stock, worth $7.95 Million. This represents 5.12% of its overall portfolio holdings.
Number of Shares
100,955
Previous 99,961
0.99%
Holding current value
$7.95 Million
Previous $7.82 Billion
1.54%
% of portfolio
5.12%
Previous 5.6%
Shares
11 transactions
Others Institutions Holding BSV
# of Institutions
1,382Shares Held
415MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.31 Billion1.32% of portfolio
-
Morgan Stanley New York, NY37.6MShares$2.96 Billion0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO34.1MShares$2.68 Billion5.55% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.47 Billion7.3% of portfolio