Jamison Private Wealth Management, Inc. Vanguard Mortg Backed Sec ETF Transaction History
Jamison Private Wealth Management, Inc.
- $602 Billion
- Q2 2024
A detailed history of Jamison Private Wealth Management, Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 173 shares of VMBS stock, worth $8,058. This represents 0.0% of its overall portfolio holdings.
Number of Shares
173
Previous 3,615
95.21%
Holding current value
$8,058
Previous $165 Million
95.24%
% of portfolio
0.0%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
618Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.58 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.11 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$890 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$346 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$317 Million0.03% of portfolio