Family Wealth Group, LLC Vanguard Mortg Backed Sec ETF Transaction History
Family Wealth Group, LLC
- $78.3 Million
- Q4 2023
A detailed history of Family Wealth Group, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 42,809 shares of VMBS stock, worth $1.97 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
42,809Holding current value
$1.97 Million% of portfolio
2.53%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