Leeward Financial Partners, LLC Vanguard Mortg Backed Sec ETF Transaction History
Leeward Financial Partners, LLC
- $277 Million
- Q4 2024
A detailed history of Leeward Financial Partners, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Leeward Financial Partners, LLC holds 73,113 shares of VMBS stock, worth $3.4 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
73,113
Previous 66,765
9.51%
Holding current value
$3.4 Million
Previous $3.15 Million
5.17%
% of portfolio
1.2%
Previous 1.2%
Shares
13 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.36 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.4 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.16 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$923 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$377 Million1.01% of portfolio