Legacy Wealth Managment, Llc/Id Vanguard Mortg Backed Sec ETF Transaction History
Legacy Wealth Managment, Llc/Id
- $122 Million
- Q1 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 535 shares of VMBS stock, worth $24,470. This represents 0.02% of its overall portfolio holdings.
Number of Shares
535
Previous 551
2.9%
Holding current value
$24,470
Previous $24,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VMBS
# of Institutions
683Shares Held
371MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.05 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.4 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.23 Billion0.18% of portfolio
-
Envestnet Asset Management Inc20.9MShares$954 Million0.32% of portfolio
-
Assetmark, Inc8.29MShares$379 Million1.06% of portfolio