Vestia Personal Wealth Advisors Vanguard Bd Index Fd Inc Short Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 5,235 shares of BSV stock, worth $404,508. This represents 0.39% of its overall portfolio holdings.
Number of Shares
5,235
Previous 3,913
33.78%
Holding current value
$404,508
Previous $300 Million
37.24%
% of portfolio
0.39%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,216Shares Held
365MCall Options Held
3.2KPut Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.15 Billion1.4% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.15 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.4MShares$1.97 Billion4.94% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.48 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY18.3MShares$1.41 Billion0.12% of portfolio