Perigon Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
A detailed history of Perigon Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 63,568 shares of BSV stock, worth $5.01 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
63,568
Previous 88,147
27.88%
Holding current value
$5.01 Million
Previous $6.94 Million
27.69%
% of portfolio
0.11%
Previous 0.17%
Shares
33 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