Ae Wealth Management LLC Vanguard Mortg Backed Sec ETF Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
A detailed history of Ae Wealth Management LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 951,458 shares of VMBS stock, worth $43.8 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
951,458
Previous 929,056
2.41%
Holding current value
$43.8 Million
Previous $43.9 Million
1.64%
% of portfolio
0.42%
Previous 0.45%
Shares
31 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.31 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.37 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.14 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$914 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$373 Million1.01% of portfolio