Diversify Advisory Services, LLC Vanguard Mortg Backed Sec ETF Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Diversify Advisory Services, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 149,921 shares of VMBS stock, worth $6.79 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
149,921
Previous 145,195
3.25%
Holding current value
$6.79 Million
Previous $6.69 Billion
0.34%
% of portfolio
0.37%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
629Shares Held
343MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.47 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.13 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$901 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$389 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.99MShares$362 Million0.09% of portfolio