Kestra Private Wealth Services, LLC Vanguard Mortg Backed Sec ETF Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 39,974 shares of VMBS stock, worth $1.85 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
39,974
Previous 34,434
16.09%
Holding current value
$1.85 Million
Previous $1.63 Million
11.51%
% of portfolio
0.03%
Previous 0.03%
Shares
18 transactions
Others Institutions Holding VMBS
# of Institutions
673Shares Held
391MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.34 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.39 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$919 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$376 Million1.01% of portfolio