Fiduciary Planning LLC Vanguard Mortg Backed Sec ETF Transaction History
Fiduciary Planning LLC
- $220 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding VMBS
# of Institutions
630Shares Held
342MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.44 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.11 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$896 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$387 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA7.99MShares$360 Million0.09% of portfolio