Successful Portfolios LLC Vanguard Bd Index Fd Inc Short Transaction History
Successful Portfolios LLC
- $147 Million
- Q1 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 60,330 shares of BSV stock, worth $4.72 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
60,330
Previous 53,360
13.06%
Holding current value
$4.72 Million
Previous $4.12 Million
14.48%
% of portfolio
3.22%
Previous 2.76%
Shares
8 transactions
Others Institutions Holding BSV
# of Institutions
1,358Shares Held
386MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.1MShares$4.39 Billion1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO28.9MShares$2.26 Billion5.51% of portfolio
-
Jpmorgan Chase & CO New York, NY26.9MShares$2.11 Billion0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY16.5MShares$1.29 Billion0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.3MShares$1.28 Billion4.27% of portfolio