Safir Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Safir Wealth Advisors, LLC
- $140 Million
- Q3 2025
A detailed history of Safir Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 191,479 shares of BSV stock, worth $15.1 Million. This represents 10.81% of its overall portfolio holdings.
Number of Shares
191,479
Previous 191,156
0.17%
Holding current value
$15.1 Million
Previous $15 Million
0.44%
% of portfolio
10.81%
Previous 11.14%
Shares
20 transactions
Others Institutions Holding BSV
# of Institutions
1,388Shares Held
418MCall 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$1.48 Billion7.3% of portfolio