Polaris Wealth Advisory Group, LLC Vanguard Mortg Backed Sec ETF Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
629Shares Held
342MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.47 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.13 Billion0.27% of portfolio
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Envestnet Asset Management Inc19.9MShares$902 Million0.31% of portfolio
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Jpmorgan Chase & CO New York, NY8.58MShares$389 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA7.99MShares$363 Million0.09% of portfolio