Wingate Wealth Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Wingate Wealth Advisors, Inc.
- $144 Billion
- Q3 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 3,839 shares of BSV stock, worth $303,511. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,839Holding current value
$303,511% of portfolio
0.21%Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,389Shares Held
415MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.32 Billion1.32% of portfolio
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Morgan Stanley New York, NY37.6MShares$2.97 Billion0.2% of portfolio
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Mercer Global Advisors Inc Denver, CO34.1MShares$2.69 Billion5.55% of portfolio
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Jpmorgan Chase & CO New York, NY20.3MShares$1.61 Billion0.12% of portfolio
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Allworth Financial LP18.7MShares$1.48 Billion7.3% of portfolio