Tobias Financial Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Tobias Financial Advisors, Inc.
- $499 Million
- Q1 2025
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 444,052 shares of BSV stock, worth $34.8 Million. This represents 6.96% of its overall portfolio holdings.
Number of Shares
444,052
Previous 6,708
6519.74%
Holding current value
$34.8 Million
Previous $518,000
6610.42%
% of portfolio
6.96%
Previous 0.11%
Shares
12 transactions
Others Institutions Holding BSV
# of Institutions
1,356Shares Held
394MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.22 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.59 Billion0.12% of portfolio
-
Allworth Financial LP18.4MShares$1.44 Billion8.29% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.3MShares$1.36 Billion4.45% of portfolio