Center For Financial Planning, Inc. Vanguard Mortg Backed Sec ETF Transaction History
Center For Financial Planning, Inc.
- $736 Million
- Q3 2024
Shares
8 transactions
Others Institutions Holding VMBS
# of Institutions
616Shares Held
345MCall Options Held
300Put Options Held
98.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.49 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.07 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$878 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$342 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$313 Million0.03% of portfolio