Kestra Advisory Services, LLC Vanguard Mortg Backed Sec ETF Transaction History
Kestra Advisory Services, LLC
- $17.2 Billion
- Q4 2024
A detailed history of Kestra Advisory Services, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 210,431 shares of VMBS stock, worth $9.68 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
210,431
Previous 191,625
9.81%
Holding current value
$9.68 Million
Previous $9.05 Million
5.46%
% of portfolio
0.06%
Previous 0.05%
Shares
18 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.31 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.37 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.14 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$914 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$373 Million1.01% of portfolio