Aprio Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Aprio Wealth Management, LLC
- $902 Million
- Q3 2025
A detailed history of Aprio Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 4,293 shares of BSV stock, worth $338,116. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,293
Previous 3,684
16.53%
Holding current value
$338,116
Previous $289,000
16.96%
% of portfolio
0.04%
Previous 0.04%
Shares
13 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