Beverly Hills Private Wealth, LLC Vanguard Mortg Backed Sec ETF Transaction History
Beverly Hills Private Wealth, LLC
- $460 Billion
- Q2 2024
A detailed history of Beverly Hills Private Wealth, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 120,214 shares of VMBS stock, worth $5.6 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
120,214
Previous 109,271
10.01%
Holding current value
$5.6 Million
Previous $4.98 Billion
9.51%
% of portfolio
1.19%
Previous 1.15%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
618Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.58 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.11 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$890 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$346 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$317 Million0.03% of portfolio