Clientfirst Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Clientfirst Wealth Management, LLC
- $122 Million
- Q3 2025
A detailed history of Clientfirst Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 6,437 shares of BSV stock, worth $506,978. This represents 0.42% of its overall portfolio holdings.
Number of Shares
6,437
Previous 6,437
-0.0%
Holding current value
$506,978
Previous $506,000
0.2%
% of portfolio
0.42%
Previous 0.52%
Shares
2 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