Pine Harbor Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Pine Harbor Wealth Management, LLC
- $312 Billion
- Q3 2025
A detailed history of Pine Harbor Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 24,871 shares of BSV stock, worth $1.96 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
24,871
Previous 27,455
9.41%
Holding current value
$1.96 Million
Previous $2.16 Billion
9.17%
% of portfolio
0.63%
Previous 0.76%
Shares
8 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