Brophy Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History
Brophy Wealth Management, LLC
- $279 Billion
- Q3 2024
A detailed history of Brophy Wealth Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Brophy Wealth Management, LLC holds 137,779 shares of VMBS stock, worth $6.41 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
137,779Holding current value
$6.41 Million% of portfolio
2.33%Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.36 Billion0.99% of portfolio
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Bank Of America Corp Charlotte, NC73.2MShares$3.4 Billion0.28% of portfolio
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Jpmorgan Chase & CO New York, NY46.5MShares$2.16 Billion0.17% of portfolio
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Envestnet Asset Management Inc19.9MShares$923 Million0.3% of portfolio
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Assetmark, Inc8.12MShares$377 Million1.01% of portfolio