Consilium Wealth Advisory, LLC Vanguard Bd Index Fd Inc Short Transaction History
Consilium Wealth Advisory, LLC
- $252 Million
- Q3 2025
A detailed history of Consilium Wealth Advisory, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 62,801 shares of BSV stock, worth $4.95 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
62,801
Previous 58,606
7.16%
Holding current value
$4.95 Million
Previous $4.61 Million
7.44%
% of portfolio
1.97%
Previous 1.97%
Shares
4 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