Modera Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History
Modera Wealth Management, LLC
- $6.54 Billion
- Q1 2024
A detailed history of Modera Wealth Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 4,719 shares of VMBS stock, worth $213,581. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,719Holding current value
$213,581% of portfolio
0.0%Shares
1 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$6.11 Billion8.46% of portfolio
-
Bank Of America Corp Charlotte, NC64.6MShares$2.92 Billion0.28% of portfolio
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Envestnet Asset Management Inc18.5MShares$835 Million0.32% of portfolio
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Assetmark, Inc7.11MShares$322 Million1.06% of portfolio
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Jpmorgan Chase & CO New York, NY6.22MShares$282 Million0.03% of portfolio