Meritas Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Meritas Wealth Management, LLC
- $202 Billion
- Q3 2025
A detailed history of Meritas Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 2,932 shares of BSV stock, worth $230,924. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,932
Previous 3,001
2.3%
Holding current value
$230,924
Previous $236 Million
2.04%
% of portfolio
0.11%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding BSV
# of Institutions
1,393Shares 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