Principia Wealth Advisory, LLC Vanguard Bd Index Fd Inc Short Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 7,124 shares of BSV stock, worth $561,086. This represents 0.47% of its overall portfolio holdings.
Number of Shares
7,124
Previous 6,173
15.41%
Holding current value
$561,086
Previous $482 Million
16.36%
% of portfolio
0.47%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,391Shares 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