Independent Advisor Alliance Vanguard Mortg Backed Sec ETF Transaction History
Independent Advisor Alliance
- $2.95 Billion
- Q1 2025
A detailed history of Independent Advisor Alliance transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Independent Advisor Alliance holds 16,226 shares of VMBS stock, worth $742,177. This represents 0.03% of its overall portfolio holdings.
Number of Shares
16,226
Previous 34,448
52.9%
Holding current value
$742,177
Previous $1.56 Million
51.89%
% of portfolio
0.03%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
683Shares Held
371MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.05 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.4 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.23 Billion0.18% of portfolio
-
Envestnet Asset Management Inc20.9MShares$954 Million0.32% of portfolio
-
Assetmark, Inc8.29MShares$379 Million1.06% of portfolio