Bms Financial Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 55,612 shares of BSV stock, worth $4.32 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
55,612
Previous 141,717
60.76%
Holding current value
$4.32 Million
Previous $10.8 Million
61.23%
% of portfolio
2.84%
Previous 7.58%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,341Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.36 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.24 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.09 Billion0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.28 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.27 Billion4.27% of portfolio