Integris Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Integris Wealth Management, LLC
- $355 Billion
- Q4 2024
A detailed history of Integris Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Integris Wealth Management, LLC holds 768,942 shares of BSV stock, worth $59.6 Million. This represents 16.76% of its overall portfolio holdings.
Number of Shares
768,942
Previous 742,963
3.5%
Holding current value
$59.6 Million
Previous $58.5 Billion
1.63%
% of portfolio
16.76%
Previous 16.33%
Shares
9 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