Dynamic Wealth Strategies, LLC Vanguard Mortg Backed Sec ETF Transaction History
Dynamic Wealth Strategies, LLC
- $117 Million
- Q1 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 54,375 shares of VMBS stock, worth $2.51 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
54,375Holding current value
$2.51 Million% of portfolio
2.12%Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
605Shares Held
333MCall Options Held
600Put Options Held
28.7K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA135MShares$6.22 Billion8.46% of portfolio
-
Bank Of America Corp Charlotte, NC64.6MShares$2.98 Billion0.28% of portfolio
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Envestnet Asset Management Inc18.5MShares$850 Million0.32% of portfolio
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Assetmark, Inc7.11MShares$328 Million1.06% of portfolio
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Jpmorgan Chase & CO New York, NY6.22MShares$287 Million0.03% of portfolio