Obsidian Personal Planning Solutions LLC Vanguard Mortg Backed Sec ETF Transaction History
Obsidian Personal Planning Solutions LLC
- $196 Million
- Q4 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 186,101 shares of VMBS stock, worth $8.5 Million. This represents 4.3% of its overall portfolio holdings.
Number of Shares
186,101
Previous 171,230
8.68%
Holding current value
$8.5 Million
Previous $8.08 Million
4.38%
% of portfolio
4.3%
Previous 3.99%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
667Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.27 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.34 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.13 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$908 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$371 Million1.01% of portfolio