Sonoma Private Wealth LLC Vanguard Bd Index Fd Inc Short Transaction History
Sonoma Private Wealth LLC
- $83.7 Billion
- Q3 2025
A detailed history of Sonoma Private Wealth LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 3,697 shares of BSV stock, worth $291,175. This represents 0.35% of its overall portfolio holdings.
Number of Shares
3,697Holding current value
$291,175% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding BSV
# of Institutions
1,392Shares 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