Kowal Investment Group, LLC Vanguard Mortg Backed Sec ETF Transaction History
Kowal Investment Group, LLC
- $497 Million
- Q2 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 46,064 shares of VMBS stock, worth $2.18 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
46,064
Previous 40,791
12.93%
Holding current value
$2.18 Million
Previous $1.86 Million
12.42%
% of portfolio
0.42%
Previous 0.4%
Shares
7 transactions
Others Institutions Holding VMBS
# of Institutions
619Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.69 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.17 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$905 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$352 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$322 Million0.03% of portfolio