Iht Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Iht Wealth Management, LLC
- $3.68 Billion
- Q3 2025
A detailed history of Iht Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Iht Wealth Management, LLC holds 102,293 shares of BSV stock, worth $8.06 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
102,293
Previous 101,998
0.29%
Holding current value
$8.06 Million
Previous $8.03 Million
0.55%
% of portfolio
0.22%
Previous 0.23%
Shares
33 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