Surevest, LLC Vanguard Bd Index Fd Inc Short Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Surevest, LLC holds 34,069 shares of BSV stock, worth $2.68 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
34,069
Previous 34,411
0.99%
Holding current value
$2.68 Million
Previous $2.64 Million
3.52%
% of portfolio
0.69%
Previous 0.69%
Shares
4 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