Lifeworks Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
A detailed history of Lifeworks Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 10,766 shares of VMBS stock, worth $498,250. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,766
Previous 10,595
1.61%
Holding current value
$498,250
Previous $500,000
2.4%
% of portfolio
0.09%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
391MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.34 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.39 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$919 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$376 Million1.01% of portfolio