Kestra Investment Management, LLC Vanguard Mortg Backed Sec ETF Transaction History
Kestra Investment Management, LLC
- $2.54 Trillion
- Q4 2024
A detailed history of Kestra Investment Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Kestra Investment Management, LLC holds 775,541 shares of VMBS stock, worth $35.4 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
775,541
Previous 648,805
19.53%
Holding current value
$35.4 Million
Previous $30.6 Billion
14.8%
% of portfolio
1.38%
Previous 1.32%
Shares
3 transactions
Others Institutions Holding VMBS
# of Institutions
667Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.27 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.34 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.13 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$908 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$371 Million1.01% of portfolio