Lord & Richards Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History
Lord & Richards Wealth Management, LLC
- $47.4 Billion
- Q4 2024
A detailed history of Lord & Richards Wealth Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 5,534 shares of VMBS stock, worth $257,275. This represents 0.53% of its overall portfolio holdings.
Number of Shares
5,534Holding current value
$257,275% of portfolio
0.53%Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.36 Billion0.99% of portfolio
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Bank Of America Corp Charlotte, NC73.2MShares$3.4 Billion0.28% of portfolio
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Jpmorgan Chase & CO New York, NY46.5MShares$2.16 Billion0.17% of portfolio
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Envestnet Asset Management Inc19.9MShares$923 Million0.3% of portfolio
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Assetmark, Inc8.12MShares$377 Million1.01% of portfolio