Wescott Financial Advisory Group, LLC Vanguard Bd Index Fd Inc Short Transaction History
Wescott Financial Advisory Group, LLC
- $932 Million
- Q2 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 42,015 shares of BSV stock, worth $3.3 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
42,015
Previous 42,647
1.48%
Holding current value
$3.3 Million
Previous $3.34 Million
0.96%
% of portfolio
0.35%
Previous 0.39%
Shares
13 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
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.47 Billion7.3% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO18.1MShares$1.42 Billion4.29% of portfolio