Marshall & Sterling Wealth Advisors Inc. Vanguard Mortg Backed Sec ETF Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,345 shares of VMBS stock, worth $61,520. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,345
Previous 1,345
-0.0%
Holding current value
$61,520
Previous $61 Million
2.14%
% of portfolio
0.04%
Previous 0.04%
Shares
1 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