Successful Portfolios LLC Vanguard Bd Index Fd Inc Short Transaction History
Successful Portfolios LLC
- $170 Million
- Q3 2025
A detailed history of Successful Portfolios LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Successful Portfolios LLC holds 77,887 shares of BSV stock, worth $6.13 Million. This represents 3.62% of its overall portfolio holdings.
Number of Shares
77,887
Previous 65,924
18.15%
Holding current value
$6.13 Million
Previous $5.19 Million
18.47%
% of portfolio
3.62%
Previous 3.21%
Shares
10 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