Leeward Financial Partners, LLC Vanguard Mortg Backed Sec ETF Transaction History
Leeward Financial Partners, LLC
- $266 Million
- Q1 2025
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 80,035 shares of VMBS stock, worth $3.64 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
80,035
Previous 73,113
9.47%
Holding current value
$3.64 Million
Previous $3.31 Million
11.83%
% of portfolio
1.39%
Previous 1.2%
Shares
14 transactions
Others Institutions Holding VMBS
# of Institutions
684Shares Held
371MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.01 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.38 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.21 Billion0.18% of portfolio
-
Envestnet Asset Management Inc20.9MShares$947 Million0.32% of portfolio
-
Assetmark, Inc8.29MShares$377 Million1.06% of portfolio