Kiely Wealth Advisory Group, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Kiely Wealth Advisory Group, Inc.
- $155 Billion
- Q4 2024
A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 87,702 shares of BSV stock, worth $6.83 Million. This represents 4.36% of its overall portfolio holdings.
Number of Shares
87,702
Previous 76,925
14.01%
Holding current value
$6.83 Million
Previous $5.94 Billion
14.15%
% of portfolio
4.36%
Previous 3.76%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,353Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.37 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.25 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.09 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$1.27 Billion4.27% of portfolio