Stonehaven Wealth & Tax Solutions, LLC Vanguard Mortg Backed Sec ETF Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $91.9 Billion
- Q4 2024
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 13,420 shares of VMBS stock, worth $611,952. This represents 0.66% of its overall portfolio holdings.
Number of Shares
13,420Holding current value
$611,952% of portfolio
0.66%Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
667Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.26 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.34 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.12 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$906 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$370 Million1.01% of portfolio