Level Financial Advisors, Inc. Vanguard Mortg Backed Sec ETF Transaction History
Level Financial Advisors, Inc.
- $218 Million
- Q2 2024
A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 171,842 shares of VMBS stock, worth $7.92 Million. This represents 3.58% of its overall portfolio holdings.
Number of Shares
171,842
Previous 154,662
11.11%
Holding current value
$7.92 Million
Previous $7.05 Million
10.59%
% of portfolio
3.58%
Previous 3.35%
Shares
11 transactions
Others Institutions Holding VMBS
# of Institutions
607Shares Held
333MCall Options Held
600Put Options Held
28.7K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA135MShares$6.22 Billion8.46% of portfolio
-
Bank Of America Corp Charlotte, NC64.6MShares$2.98 Billion0.28% of portfolio
-
Envestnet Asset Management Inc18.5MShares$851 Million0.32% of portfolio
-
Assetmark, Inc7.11MShares$328 Million1.06% of portfolio
-
Jpmorgan Chase & CO New York, NY6.22MShares$287 Million0.03% of portfolio