True Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
True Wealth Advisors, LLC
- $249 Million
- Q2 2024
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 9,575 shares of BSV stock, worth $752,212. This represents 0.3% of its overall portfolio holdings.
Number of Shares
9,575
Previous 8,672
10.41%
Holding current value
$752,212
Previous $664,000
10.54%
% of portfolio
0.3%
Previous 0.28%
Shares
15 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.95 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.19 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO25.4MShares$2 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