Wingate Wealth Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Wingate Wealth Advisors, Inc.
- $179 Billion
- Q4 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 3,577 shares of BSV stock, worth $281,724. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,577
Previous 3,839
6.82%
Holding current value
$281,724
Previous $303 Million
6.93%
% of portfolio
0.16%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,405Shares Held
412MCall 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