Wescott Financial Advisory Group, LLC Vanguard Bd Index Fd Inc Short Transaction History
Wescott Financial Advisory Group, LLC
- $857 Million
- Q1 2025
A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 42,647 shares of BSV stock, worth $3.33 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
42,647
Previous 45,747
6.78%
Holding current value
$3.33 Million
Previous $3.53 Million
5.55%
% of portfolio
0.39%
Previous 0.41%
Shares
12 transactions
Others Institutions Holding BSV
# of Institutions
1,355Shares Held
394MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.2 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.47 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.59 Billion0.12% of portfolio
-
Allworth Financial LP18.4MShares$1.44 Billion8.29% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.3MShares$1.35 Billion4.45% of portfolio