Atlas Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History
Atlas Wealth Partners, LLC
- $70.1 Million
- Q3 2025
A detailed history of Atlas Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Atlas Wealth Partners, LLC holds 2,711 shares of BSV stock, worth $213,518. This represents 0.3% of its overall portfolio holdings.
Number of Shares
2,711
Previous 3,426
20.87%
Holding current value
$213,518
Previous $270,000
21.11%
% of portfolio
0.3%
Previous 0.31%
Shares
3 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