Diversify Advisory Services, LLC Vanguard Mortg Backed Sec ETF Transaction History
Diversify Advisory Services, LLC
- $1.82 Trillion
- Q2 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 132,618 shares of VMBS stock, worth $6.08 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
132,618
Previous 138,183
4.03%
Holding current value
$6.08 Million
Previous $6.25 Billion
3.18%
% of portfolio
0.33%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
602Shares Held
333MCall Options Held
600Put Options Held
28.7K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA135MShares$6.19 Billion8.46% of portfolio
-
Bank Of America Corp Charlotte, NC64.6MShares$2.96 Billion0.28% of portfolio
-
Envestnet Asset Management Inc18.5MShares$847 Million0.32% of portfolio
-
Assetmark, Inc7.11MShares$326 Million1.06% of portfolio
-
Jpmorgan Chase & CO New York, NY6.22MShares$285 Million0.03% of portfolio