Chico Wealth Ria Vanguard Bd Index Fd Inc Short Transaction History
Chico Wealth Ria
- $113 Million
- Q4 2024
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 9,955 shares of BSV stock, worth $773,005. This represents 0.68% of its overall portfolio holdings.
Number of Shares
9,955
Previous 13,757
27.64%
Holding current value
$773,005
Previous $1.08 Million
28.93%
% of portfolio
0.68%
Previous 0.93%
Shares
12 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