Swm Advisors Vanguard Bd Index Fd Inc Short Transaction History
Swm Advisors
- $106 Million
- Q3 2022
A detailed history of Swm Advisors transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Swm Advisors holds 85,668 shares of BSV stock, worth $6.75 Million. This represents 6.04% of its overall portfolio holdings.
Number of Shares
85,668
Previous 83,206
2.96%
Holding current value
$6.75 Million
Previous $6.39 Million
0.33%
% of portfolio
6.04%
Previous 5.82%
Shares
4 transactions
Others Institutions Holding BSV
# of Institutions
1,354Shares Held
382MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.24 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.28 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.4MShares$1.45 Billion8.29% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.3MShares$1.36 Billion4.45% of portfolio