Power Wealth Management LLC Vanguard Mortg Backed Sec ETF Transaction History
Power Wealth Management LLC
- $209 Billion
- Q2 2024
A detailed history of Power Wealth Management LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Power Wealth Management LLC holds 436,881 shares of VMBS stock, worth $20.7 Million. This represents 9.48% of its overall portfolio holdings.
Number of Shares
436,881
Previous 228,430
91.25%
Holding current value
$20.7 Million
Previous $10.4 Billion
90.37%
% of portfolio
9.48%
Previous 6.54%
Shares
3 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$6.69 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.17 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$905 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$352 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$322 Million0.03% of portfolio