Selective Wealth Management, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Selective Wealth Management, Inc.
- $308 Million
- Q3 2025
A detailed history of Selective Wealth Management, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 23,055 shares of BSV stock, worth $1.82 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
23,055
Previous 24,413
5.56%
Holding current value
$1.82 Million
Previous $1.92 Million
5.31%
% of portfolio
0.59%
Previous 0.71%
Shares
20 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