Level Financial Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Level Financial Advisors, Inc.
- $252 Million
- Q4 2024
A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 176,557 shares of BSV stock, worth $13.7 Million. This represents 5.42% of its overall portfolio holdings.
Number of Shares
176,557
Previous 172,742
2.21%
Holding current value
$13.7 Million
Previous $13.6 Million
0.36%
% of portfolio
5.42%
Previous 5.58%
Shares
13 transactions
Others Institutions Holding BSV
# of Institutions
1,264Shares Held
375MCall Options Held
0Put Options Held
96.7K-
Envestnet Asset Management Inc53.7MShares$4.15 Billion1.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO29.1MShares$2.26 Billion5.03% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.16 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY22.3MShares$1.72 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$1.29 Billion0.22% of portfolio