Triad Financial Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Triad Financial Advisors, Inc.
- $267 Million
- Q3 2023
A detailed history of Triad Financial Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 161,076 shares of BSV stock, worth $12.6 Million. This represents 4.54% of its overall portfolio holdings.
Number of Shares
161,076
Previous 157,071
2.55%
Holding current value
$12.6 Million
Previous $11.9 Million
2.01%
% of portfolio
4.54%
Previous 4.97%
Shares
5 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