Integrated Wealth Concepts LLC Vanguard Mortg Backed Sec ETF Transaction History
Integrated Wealth Concepts LLC
- $6.69 Billion
- Q1 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 5,604 shares of VMBS stock, worth $253,637. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,604
Previous 8,153
31.26%
Holding current value
$253,637
Previous $377,000
32.36%
% of portfolio
0.0%
Previous 0.01%
Shares
26 transactions
Others Institutions Holding VMBS
# of Institutions
602Shares Held
335MCall Options Held
600Put Options Held
28.7K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA135MShares$6.11 Billion8.46% of portfolio
-
Bank Of America Corp Charlotte, NC64.6MShares$2.92 Billion0.28% of portfolio
-
Envestnet Asset Management Inc18.5MShares$835 Million0.32% of portfolio
-
Assetmark, Inc7.11MShares$322 Million1.06% of portfolio
-
Jpmorgan Chase & CO New York, NY6.22MShares$282 Million0.03% of portfolio