Tobias Financial Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Tobias Financial Advisors, Inc.
- $483 Million
- Q4 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 6,708 shares of BSV stock, worth $520,876. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,708
Previous 6,657
0.77%
Holding current value
$520,876
Previous $523,000
0.96%
% of portfolio
0.11%
Previous 0.11%
Shares
11 transactions
Others Institutions Holding BSV
# of Institutions
1,341Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.36 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.24 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.09 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$1.27 Billion4.27% of portfolio