Selective Wealth Management, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Selective Wealth Management, Inc.
- $332 Million
- Q4 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 22,459 shares of BSV stock, worth $1.77 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
22,459
Previous 23,055
2.59%
Holding current value
$1.77 Million
Previous $1.82 Million
2.8%
% of portfolio
0.53%
Previous 0.59%
Shares
21 transactions
Others Institutions Holding BSV
# of Institutions
1,394Shares Held
411MCall 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