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 $12.7 Million. This represents 4.54% of its overall portfolio holdings.
Number of Shares
161,076
Previous 157,071
2.55%
Holding current value
$12.7 Million
Previous $11.9 Million
2.01%
% of portfolio
4.54%
Previous 4.97%
Shares
5 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.96 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.2 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$2.01 Billion4.94% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.51 Billion0.25% of portfolio
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Jpmorgan Chase & CO New York, NY18.3MShares$1.44 Billion0.12% of portfolio