Integris Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Integris Wealth Management, LLC
- $439 Billion
- Q4 2025
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 815,955 shares of BSV stock, worth $64.3 Million. This represents 14.63% of its overall portfolio holdings.
Number of Shares
815,955
Previous 769,343
6.06%
Holding current value
$64.3 Million
Previous $60.7 Billion
5.92%
% of portfolio
14.63%
Previous 14.77%
Shares
13 transactions
Others Institutions Holding BSV
# of Institutions
1,397Shares Held
411MCall 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