Safir Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Safir Wealth Advisors, LLC
- $139 Million
- Q4 2025
A detailed history of Safir Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 198,388 shares of BSV stock, worth $15.6 Million. This represents 11.22% of its overall portfolio holdings.
Number of Shares
198,388
Previous 191,479
3.61%
Holding current value
$15.6 Million
Previous $15.1 Million
3.42%
% of portfolio
11.22%
Previous 10.81%
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