Merriman Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History
Merriman Wealth Management, LLC
- $2.16 Billion
- Q1 2024
A detailed history of Merriman Wealth Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 9,715 shares of VMBS stock, worth $442,323. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,715
Previous 9,240
5.14%
Holding current value
$442,323
Previous $428,000
3.5%
% of portfolio
0.02%
Previous 0.02%
Shares
18 transactions
Others Institutions Holding VMBS
# of Institutions
602Shares Held
335MCall Options Held
600Put Options Held
28.7K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA135MShares$6.15 Billion8.46% of portfolio
-
Bank Of America Corp Charlotte, NC64.6MShares$2.94 Billion0.28% of portfolio
-
Envestnet Asset Management Inc18.5MShares$840 Million0.32% of portfolio
-
Assetmark, Inc7.11MShares$324 Million1.06% of portfolio
-
Jpmorgan Chase & CO New York, NY6.22MShares$283 Million0.03% of portfolio