Valpey Financial Services, LLC Vanguard Bd Index Fd Inc Short Transaction History
Valpey Financial Services, LLC
- $145 Billion
- Q2 2025
A detailed history of Valpey Financial Services, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Valpey Financial Services, LLC holds 57,299 shares of BSV stock, worth $4.5 Million. This represents 3.12% of its overall portfolio holdings.
Number of Shares
57,299Holding current value
$4.5 Million% of portfolio
3.12%Shares
1 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
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Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% of portfolio
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Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
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Allworth Financial LP18.7MShares$1.47 Billion7.3% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO18.1MShares$1.42 Billion4.29% of portfolio