Lokken Investment Group LLC Vanguard Bd Index Fd Inc Short Transaction History
Lokken Investment Group LLC
- $254 Million
- Q3 2025
A detailed history of Lokken Investment Group LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Lokken Investment Group LLC holds 21,561 shares of BSV stock, worth $1.7 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
21,561
Previous 18,886
14.16%
Holding current value
$1.7 Million
Previous $1.49 Million
14.47%
% of portfolio
0.67%
Previous 0.64%
Shares
21 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