Arete Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Arete Wealth Advisors, LLC
- $1.6 Billion
- Q3 2025
A detailed history of Arete Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 11,061 shares of BSV stock, worth $871,164. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,061
Previous 10,677
3.6%
Holding current value
$871,164
Previous $840,000
3.93%
% of portfolio
0.05%
Previous 0.06%
Shares
22 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