Trellis Wealth Advisors LLC Vanguard Bd Index Fd Inc Short Transaction History
Trellis Wealth Advisors LLC
- $246 Billion
- Q3 2025
A detailed history of Trellis Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 202,457 shares of BSV stock, worth $15.9 Million. This represents 6.5% of its overall portfolio holdings.
Number of Shares
202,457
Previous 173,003
17.03%
Holding current value
$15.9 Million
Previous $13.6 Billion
17.34%
% of portfolio
6.5%
Previous 5.93%
Shares
12 transactions
Others Institutions Holding BSV
# of Institutions
1,393Shares 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