True Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
True Wealth Advisors, LLC
- $253 Million
- Q1 2025
A detailed history of True Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, True Wealth Advisors, LLC holds 7,291 shares of BSV stock, worth $568,698. This represents 0.23% of its overall portfolio holdings.
Number of Shares
7,291
Previous 8,047
9.39%
Holding current value
$568,698
Previous $621,000
8.21%
% of portfolio
0.23%
Previous 0.24%
Shares
18 transactions
Others Institutions Holding BSV
# of Institutions
1,355Shares Held
394MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.2 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.47 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.59 Billion0.12% of portfolio
-
Allworth Financial LP18.4MShares$1.44 Billion8.29% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.3MShares$1.35 Billion4.45% of portfolio