True Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
True Wealth Advisors, LLC
- $276 Million
- Q2 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 7,185 shares of BSV stock, worth $564,166. This represents 0.2% of its overall portfolio holdings.
Number of Shares
7,185
Previous 7,291
1.45%
Holding current value
$564,166
Previous $570,000
0.88%
% of portfolio
0.2%
Previous 0.23%
Shares
19 transactions
Others Institutions Holding BSV
# of Institutions
1,374Shares Held
399MCall 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