Mission Wealth Management, LP Vanguard Mortg Backed Sec ETF Transaction History
Mission Wealth Management, LP
- $4.24 Billion
- Q4 2024
A detailed history of Mission Wealth Management, LP transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Mission Wealth Management, LP holds 8,224 shares of VMBS stock, worth $378,468. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,224
Previous 7,861
4.62%
Holding current value
$378,468
Previous $371,000
0.27%
% of portfolio
0.01%
Previous 0.01%
Shares
28 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.31 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.37 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.14 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$914 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$373 Million1.01% of portfolio