Obsidian Personal Planning Solutions LLC Vanguard Mortg Backed Sec ETF Transaction History
Obsidian Personal Planning Solutions LLC
- $202 Million
- Q3 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 171,230 shares of VMBS stock, worth $7.8 Million. This represents 3.99% of its overall portfolio holdings.
Number of Shares
171,230
Previous 146,622
16.78%
Holding current value
$7.8 Million
Previous $6.66 Million
21.44%
% of portfolio
3.99%
Previous 4.18%
Shares
3 transactions
Others Institutions Holding VMBS
# of Institutions
628Shares Held
341MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.5 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.14 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$905 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$391 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.99MShares$364 Million0.09% of portfolio