Wealthstream Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Wealthstream Advisors, Inc.
- $255 Million
- Q1 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 13,139 shares of BSV stock, worth $1.01 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
13,139
Previous 10,040
30.87%
Holding current value
$1.01 Million
Previous $773,000
30.27%
% of portfolio
0.39%
Previous 0.32%
Shares
10 transactions
Others Institutions Holding BSV
# of Institutions
1,229Shares Held
353MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.72 Billion1.41% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.15 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.6MShares$1.82 Billion5.15% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.48 Billion0.27% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.06 Billion3.95% of portfolio