Evergreen Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Evergreen Wealth Management, LLC
- $191 Billion
- Q3 2025
A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 25,791 shares of BSV stock, worth $2.03 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
25,791
Previous 48,511
46.83%
Holding current value
$2.03 Million
Previous $3.82 Billion
46.69%
% of portfolio
1.07%
Previous 2.14%
Shares
10 transactions
Others Institutions Holding BSV
# of Institutions
1,393Shares 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