Balboa Wealth Partners Vanguard Mortg Backed Sec ETF Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 10,786 shares of VMBS stock, worth $511,795. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,786Holding current value
$511,795% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
618Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.7 Billion1.24% of portfolio
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Bank Of America Corp Charlotte, NC66.9MShares$3.17 Billion0.27% of portfolio
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Envestnet Asset Management Inc19.1MShares$907 Million0.31% of portfolio
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Assetmark, Inc7.43MShares$353 Million1.05% of portfolio
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Jpmorgan Chase & CO New York, NY6.8MShares$323 Million0.03% of portfolio