Financial Synergies Wealth Advisors, Inc. Vanguard Mortg Backed Sec ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
Shares
13 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$6.21 Billion8.46% of portfolio
-
Bank Of America Corp Charlotte, NC64.6MShares$2.97 Billion0.28% of portfolio
-
Envestnet Asset Management Inc18.5MShares$849 Million0.32% of portfolio
-
Assetmark, Inc7.11MShares$327 Million1.06% of portfolio
-
Jpmorgan Chase & CO New York, NY6.22MShares$286 Million0.03% of portfolio