Leeward Financial Partners, LLC Vanguard Mortg Backed Sec ETF Transaction History
Leeward Financial Partners, LLC
- $235 Million
- Q1 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 62,869 shares of VMBS stock, worth $2.83 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
62,869
Previous 57,322
9.68%
Holding current value
$2.83 Million
Previous $2.66 Million
7.9%
% of portfolio
1.22%
Previous 1.3%
Shares
10 transactions
Others Institutions Holding VMBS
# of Institutions
601Shares Held
335MCall Options Held
600Put Options Held
28.7K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA135MShares$6.08 Billion8.46% of portfolio
-
Bank Of America Corp Charlotte, NC64.6MShares$2.91 Billion0.28% of portfolio
-
Envestnet Asset Management Inc18.5MShares$831 Million0.32% of portfolio
-
Assetmark, Inc7.11MShares$320 Million1.06% of portfolio
-
Jpmorgan Chase & CO New York, NY6.22MShares$280 Million0.03% of portfolio