Obsidian Personal Planning Solutions LLC Vanguard Mortg Backed Sec ETF Transaction History
Obsidian Personal Planning Solutions LLC
- $159 Million
- Q2 2024
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 146,622 shares of VMBS stock, worth $6.94 Million. This represents 4.18% of its overall portfolio holdings.
Number of Shares
146,622
Previous 133,204
10.07%
Holding current value
$6.94 Million
Previous $6.08 Million
9.56%
% of portfolio
4.18%
Previous 3.97%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
619Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.69 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.17 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$905 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$352 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$322 Million0.03% of portfolio