Morris Financial Concepts, Inc. Vanguard Mortg Backed Sec ETF Transaction History
Morris Financial Concepts, Inc.
- $234 Million
- Q1 2025
A detailed history of Morris Financial Concepts, Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 21 shares of VMBS stock, worth $960. This represents 0.0% of its overall portfolio holdings.
Number of Shares
21
Previous 21
-0.0%
Holding current value
$960
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
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