Kowal Investment Group, LLC Vanguard Mortg Backed Sec ETF Transaction History
Kowal Investment Group, LLC
- $538 Million
- Q3 2024
A detailed history of Kowal Investment Group, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Kowal Investment Group, LLC holds 53,795 shares of VMBS stock, worth $2.46 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
53,795
Previous 46,064
16.78%
Holding current value
$2.46 Million
Previous $2.09 Million
21.43%
% of portfolio
0.47%
Previous 0.42%
Shares
8 transactions
Others Institutions Holding VMBS
# of Institutions
666Shares Held
393MCall Options Held
900Put Options Held
300-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.27 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.35 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