Trajan Wealth LLC Vanguard Bd Index Fd Inc Short Transaction History
Trajan Wealth LLC
- $2.32 Trillion
- Q3 2025
A detailed history of Trajan Wealth LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Trajan Wealth LLC holds 528,037 shares of BSV stock, worth $41.6 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
528,037
Previous 415,788
27.0%
Holding current value
$41.6 Million
Previous $32.7 Billion
27.34%
% of portfolio
1.8%
Previous 1.6%
Shares
7 transactions
Others Institutions Holding BSV
# of Institutions
1,393Shares Held
410MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio