Websterrogers Financial Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Websterrogers Financial Advisors, LLC
- $333 Million
- Q4 2025
A detailed history of Websterrogers Financial Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 39,479 shares of BSV stock, worth $3.11 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
39,479
Previous 39,679
0.5%
Holding current value
$3.11 Million
Previous $3.13 Million
0.7%
% of portfolio
0.93%
Previous 0.96%
Shares
21 transactions
Others Institutions Holding BSV
# of Institutions
1,397Shares Held
411MCall 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