Modern Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 6,154 shares of VMBS stock, worth $280,068. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,154Holding current value
$280,068% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
615Shares Held
346MCall Options Held
300Put Options Held
98.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.43 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.04 Billion0.27% of portfolio
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Envestnet Asset Management Inc19.1MShares$870 Million0.31% of portfolio
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Assetmark, Inc7.64MShares$348 Million1.03% of portfolio
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Jpmorgan Chase & CO New York, NY6.8MShares$310 Million0.03% of portfolio