Integrated Wealth Concepts LLC Vanguard Mortg Backed Sec ETF Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 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 11,731 shares of VMBS stock, worth $545,374. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,731
Previous 8,167
43.64%
Holding current value
$545,374
Previous $385,000
37.92%
% of portfolio
0.01%
Previous 0.0%
Shares
29 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.36 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.4 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.16 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$923 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$377 Million1.01% of portfolio