Ivc Wealth Advisors LLC Vanguard Mortg Backed Sec ETF Transaction History
Ivc Wealth Advisors LLC
- $178 Million
- Q2 2024
A detailed history of Ivc Wealth Advisors LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 38,391 shares of VMBS stock, worth $1.82 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
38,391
Previous 38,223
0.44%
Holding current value
$1.82 Million
Previous $1.74 Million
0.06%
% of portfolio
0.98%
Previous 1.01%
Shares
10 transactions
Others Institutions Holding VMBS
# of Institutions
619Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.69 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.17 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$905 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$352 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$322 Million0.03% of portfolio