Avidian Wealth Solutions, LLC Vanguard Mortg Backed Sec ETF Transaction History
Avidian Wealth Solutions, LLC
- $2.33 Billion
- Q2 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 10,654 shares of VMBS stock, worth $502,123. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,654
Previous 8,642
23.28%
Holding current value
$502,123
Previous $394,000
22.59%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding VMBS
# of Institutions
619Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.66 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.15 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$901 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$350 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$321 Million0.03% of portfolio