Simplicity Wealth,Llc Vanguard Bd Index Fd Inc Short Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
A detailed history of Simplicity Wealth,Llc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Simplicity Wealth,Llc holds 19,568 shares of BSV stock, worth $1.54 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
19,568
Previous 12,180
60.66%
Holding current value
$1.54 Million
Previous $952,000
61.76%
% of portfolio
0.07%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding BSV
# of Institutions
1,368Shares Held
396MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.29 Billion1.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% 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
-
Empower Advisory Group, LLC Greenwood Village, CO18.1MShares$1.42 Billion4.29% of portfolio