Pinnacle Wealth Management Group, Inc. Vanguard Mortg Backed Sec ETF Transaction History
Pinnacle Wealth Management Group, Inc.
- $135 Million
- Q4 2024
A detailed history of Pinnacle Wealth Management Group, Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Pinnacle Wealth Management Group, Inc. holds 154,558 shares of VMBS stock, worth $7.19 Million. This represents 5.19% of its overall portfolio holdings.
Number of Shares
154,558
Previous 142,118
8.75%
Holding current value
$7.19 Million
Previous $6.71 Million
4.44%
% of portfolio
5.19%
Previous 4.96%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
670Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.36 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.4 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.16 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$923 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$377 Million1.01% of portfolio