Ever Source Wealth Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 222,667 shares of VMBS stock, worth $10.2 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
222,667
Previous 221,262
0.63%
Holding current value
$10.2 Million
Previous $10 Million
4.65%
% of portfolio
0.71%
Previous 0.67%
Shares
12 transactions
Others Institutions Holding VMBS
# of Institutions
629Shares Held
342MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.53 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.16 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$911 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