Forthright Family Wealth Advisory LLC Vanguard Bd Index Fd Inc Short Transaction History
Forthright Family Wealth Advisory LLC
- $156 Billion
- Q3 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 6,762 shares of BSV stock, worth $523,987. This represents 0.34% of its overall portfolio holdings.
Number of Shares
6,762
Previous 10,485
35.51%
Holding current value
$523,987
Previous $804 Million
34.63%
% of portfolio
0.34%
Previous 0.52%
Shares
4 transactions
Others Institutions Holding BSV
# of Institutions
1,331Shares Held
400MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.35 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.24 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.08 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$1.26 Billion4.27% of portfolio