Surevest, LLC Vanguard Bd Index Fd Inc Short Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Surevest, LLC holds 34,069 shares of BSV stock, worth $2.63 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
34,069
Previous 34,411
0.99%
Holding current value
$2.63 Million
Previous $2.64 Million
3.52%
% of portfolio
0.69%
Previous 0.69%
Shares
4 transactions
Others Institutions Holding BSV
# of Institutions
1,237Shares Held
375MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.15 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.25 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.72 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.28 Billion0.22% of portfolio