Aj Wealth Strategies, LLC Vanguard Mortg Backed Sec ETF Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 189,780 shares of VMBS stock, worth $8.95 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
189,780
Previous 191,857
1.08%
Holding current value
$8.95 Million
Previous $8.93 Million
2.27%
% of portfolio
0.42%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
691Shares Held
271MCall Options Held
11.6KPut Options Held
11.4K-
Bank Of America Corp Charlotte, NC53.2MShares$2.51 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.3 Billion0.18% of portfolio
-
Envestnet Asset Management Inc21.1MShares$994 Million0.3% of portfolio
-
Assetmark, Inc8.61MShares$406 Million0.96% of portfolio
-
Wells Fargo & Company San Francisco, CA7.17MShares$338 Million0.07% of portfolio