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 $2.64 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
34,069
Previous 34,411
0.99%
Holding current value
$2.64 Million
Previous $2.64 Million
3.52%
% of portfolio
0.69%
Previous 0.69%
Shares
4 transactions
Others Institutions Holding BSV
# of Institutions
1,338Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.35 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.24 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.08 Billion0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.28 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.26 Billion4.27% of portfolio