Diversify Advisory Services, LLC Vanguard Mortg Backed Sec ETF Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 2024
A detailed history of Diversify Advisory Services, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 145,195 shares of VMBS stock, worth $6.65 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
145,195
Previous 132,618
9.48%
Holding current value
$6.65 Million
Previous $6.05 Billion
10.61%
% of portfolio
0.36%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding VMBS
# of Institutions
629Shares Held
342MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.53 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.16 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$911 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$393 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.99MShares$366 Million0.09% of portfolio