Spring Vest Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History
Spring Vest Wealth Management LLC
- $123 Billion
- Q2 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 8,234 shares of BSV stock, worth $649,580. This represents 0.52% of its overall portfolio holdings.
Number of Shares
8,234
Previous 8,082
1.88%
Holding current value
$649,580
Previous $633 Million
2.43%
% of portfolio
0.52%
Previous 0.52%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,376Shares Held
415MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.32 Billion1.32% of portfolio
-
Morgan Stanley New York, NY37.6MShares$2.97 Billion0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO34.1MShares$2.69 Billion5.55% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.61 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.47 Billion7.3% of portfolio