Planwiser Financial, LLC Vanguard Mortg Backed Sec ETF Transaction History
Planwiser Financial, LLC
- $110 Billion
- Q1 2025
A detailed history of Planwiser Financial, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Planwiser Financial, LLC holds 127,938 shares of VMBS stock, worth $5.93 Million. This represents 5.32% of its overall portfolio holdings.
Number of Shares
127,938Holding current value
$5.93 Million% of portfolio
5.32%Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
670Shares Held
387MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.11 Billion0.98% of portfolio
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Bank Of America Corp Charlotte, NC73.2MShares$3.39 Billion0.28% of portfolio
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Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
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Envestnet Asset Management Inc20.9MShares$966 Million0.32% of portfolio
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Assetmark, Inc8.29MShares$384 Million1.06% of portfolio