Delap Wealth Advisory, LLC Vanguard Bd Index Fd Inc Short Transaction History
Delap Wealth Advisory, LLC
- $238 Billion
- Q3 2025
A detailed history of Delap Wealth Advisory, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 21,589 shares of BSV stock, worth $1.7 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
21,589
Previous 23,643
8.69%
Holding current value
$1.7 Million
Previous $1.86 Billion
8.56%
% of portfolio
0.72%
Previous 0.89%
Shares
12 transactions
Others Institutions Holding BSV
# of Institutions
1,392Shares Held
410MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio