Websterrogers Financial Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Websterrogers Financial Advisors, LLC
- $327 Million
- Q3 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 39,679 shares of BSV stock, worth $3.13 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
39,679
Previous 34,478
15.08%
Holding current value
$3.13 Million
Previous $2.71 Million
15.41%
% of portfolio
0.96%
Previous 0.88%
Shares
20 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