Retirement Wealth Solutions LLC Vanguard Mortg Backed Sec ETF Transaction History
Retirement Wealth Solutions LLC
- $118 Billion
- Q4 2024
A detailed history of Retirement Wealth Solutions LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Retirement Wealth Solutions LLC holds 53,129 shares of VMBS stock, worth $2.45 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
53,129Holding current value
$2.45 Million% of portfolio
2.01%Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
674Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.32 Billion0.99% of portfolio
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Bank Of America Corp Charlotte, NC73.2MShares$3.38 Billion0.28% of portfolio
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Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
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Envestnet Asset Management Inc19.9MShares$916 Million0.3% of portfolio
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Assetmark, Inc8.12MShares$374 Million1.01% of portfolio