Chico Wealth Ria Vanguard Bd Index Fd Inc Short Transaction History
Chico Wealth Ria
- $146 Million
- Q3 2025
A detailed history of Chico Wealth Ria transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Chico Wealth Ria holds 9,014 shares of BSV stock, worth $709,942. This represents 0.49% of its overall portfolio holdings.
Number of Shares
9,014
Previous 9,241
2.46%
Holding current value
$709,942
Previous $727,000
2.2%
% of portfolio
0.49%
Previous 0.58%
Shares
15 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