Uptown Financial Advisors LLC Vanguard Bd Index Fd Inc Short Transaction History
Uptown Financial Advisors LLC
- $121 Billion
- Q3 2025
A detailed history of Uptown Financial Advisors LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 81,262 shares of BSV stock, worth $6.42 Million. This represents 5.28% of its overall portfolio holdings.
Number of Shares
81,262
Previous 82,616
1.64%
Holding current value
$6.42 Million
Previous $6.5 Billion
1.38%
% of portfolio
5.28%
Previous 5.57%
Shares
4 transactions
Others Institutions Holding BSV
# of Institutions
1,388Shares Held
418MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.32 Billion1.32% of portfolio
-
Morgan Stanley New York, NY37.6MShares$2.97 Billion0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO34.1MShares$2.69 Billion5.55% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.61 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.48 Billion7.3% of portfolio