Essential Planning, Llc. Vanguard Mortg Backed Sec ETF Transaction History
Essential Planning, Llc.
- $243 Million
- Q3 2024
A detailed history of Essential Planning, Llc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Essential Planning, Llc. holds 28,191 shares of VMBS stock, worth $1.29 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
28,191
Previous 28,288
0.34%
Holding current value
$1.29 Million
Previous $1.28 Million
3.58%
% of portfolio
0.55%
Previous 0.57%
Shares
7 transactions
Others Institutions Holding VMBS
# of Institutions
628Shares Held
342MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.52 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.16 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$910 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$393 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.99MShares$366 Million0.09% of portfolio