Foundations Investment Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History
Foundations Investment Advisors, LLC
- $3.58 Billion
- Q1 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 25,383 shares of VMBS stock, worth $1.15 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
25,383
Previous 25,895
1.98%
Holding current value
$1.15 Million
Previous $1.2 Million
3.58%
% of portfolio
0.03%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding VMBS
# of Institutions
601Shares Held
335MCall Options Held
600Put Options Held
28.7K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA135MShares$6.13 Billion8.46% of portfolio
-
Bank Of America Corp Charlotte, NC64.6MShares$2.93 Billion0.28% of portfolio
-
Envestnet Asset Management Inc18.5MShares$838 Million0.32% of portfolio
-
Assetmark, Inc7.11MShares$323 Million1.06% of portfolio
-
Jpmorgan Chase & CO New York, NY6.22MShares$282 Million0.03% of portfolio