Life Plan Financial, LLC Vanguard Mortg Backed Sec ETF Transaction History
Life Plan Financial, LLC
- $117 Billion
- Q3 2024
A detailed history of Life Plan Financial, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Life Plan Financial, LLC holds 43,366 shares of VMBS stock, worth $2.02 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
43,366
Previous 38,691
12.08%
Holding current value
$2.02 Million
Previous $1.76 Billion
16.55%
% of portfolio
1.76%
Previous 1.62%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
618Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.58 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.11 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$890 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$346 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$317 Million0.03% of portfolio