Tobias Financial Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Tobias Financial Advisors, Inc.
- $486 Million
- Q3 2024
A detailed history of Tobias Financial Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 6,657 shares of BSV stock, worth $515,118. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,657
Previous 6,835
2.6%
Holding current value
$515,118
Previous $524,000
0.19%
% of portfolio
0.11%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding BSV
# of Institutions
1,242Shares Held
376MCall 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$1.29 Billion0.22% of portfolio