Proactive Wealth Strategies LLC Vanguard Mortg Backed Sec ETF Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
A detailed history of Proactive Wealth Strategies LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 5,454 shares of VMBS stock, worth $249,629. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,454Holding current value
$249,629% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
628Shares Held
342MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.52 Billion1.11% of portfolio
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Bank Of America Corp Charlotte, NC69MShares$3.16 Billion0.27% of portfolio
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Envestnet Asset Management Inc19.9MShares$910 Million0.31% of portfolio
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Jpmorgan Chase & CO New York, NY8.58MShares$393 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA7.99MShares$366 Million0.09% of portfolio