Cornerstone Planning Group LLC Vanguard Mortg Backed Sec ETF Transaction History
Cornerstone Planning Group LLC
- $349 Billion
- Q2 2024
A detailed history of Cornerstone Planning Group LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 4,719 shares of VMBS stock, worth $222,406. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,719
Previous 5,460
13.57%
Holding current value
$222,406
Previous $244 Million
9.54%
% of portfolio
0.06%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding VMBS
# of Institutions
619Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.66 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.15 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$901 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$350 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$321 Million0.03% of portfolio