Trajan Wealth LLC Vanguard Bd Index Fd Inc Short Transaction History
Trajan Wealth LLC
- $2.04 Trillion
- Q2 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 415,788 shares of BSV stock, worth $32.6 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
415,788
Previous 351,061
18.44%
Holding current value
$32.6 Million
Previous $27.5 Billion
19.07%
% of portfolio
1.6%
Previous 1.5%
Shares
6 transactions
Others Institutions Holding BSV
# of Institutions
1,368Shares Held
396MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.29 Billion1.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.47 Billion7.3% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO18.1MShares$1.42 Billion4.29% of portfolio