Forza Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Forza Wealth Management, LLC
- $261 Billion
- Q3 2025
A detailed history of Forza Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Forza Wealth Management, LLC holds 90,263 shares of BSV stock, worth $7.11 Million. This represents 2.73% of its overall portfolio holdings.
Number of Shares
90,263
Previous 76,274
18.34%
Holding current value
$7.11 Million
Previous $6 Billion
18.66%
% of portfolio
2.73%
Previous 2.46%
Shares
12 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