Fidato Wealth LLC Vanguard Bd Index Fd Inc Short Transaction History
Fidato Wealth LLC
- $152 Million
- Q3 2025
A detailed history of Fidato Wealth LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Fidato Wealth LLC holds 129,965 shares of BSV stock, worth $10.2 Million. This represents 6.74% of its overall portfolio holdings.
Number of Shares
129,965
Previous 123,144
5.54%
Holding current value
$10.2 Million
Previous $9.69 Million
5.82%
% of portfolio
6.74%
Previous 6.93%
Shares
13 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