Sea Crest Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Sea Crest Wealth Management, LLC
- $801 Million
- Q1 2024
A detailed history of Sea Crest Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 11,256 shares of BSV stock, worth $860,858. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,256
Previous 12,971
13.22%
Holding current value
$860,858
Previous $999,000
13.71%
% of portfolio
0.11%
Previous 0.12%
Shares
26 transactions
Others Institutions Holding BSV
# of Institutions
1,229Shares Held
353MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.7 Billion1.41% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.14 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO23.6MShares$1.81 Billion5.15% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.47 Billion0.27% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.05 Billion3.95% of portfolio