Provence Wealth Management Group Vanguard Mortg Backed Sec ETF Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Provence Wealth Management Group holds 15,979 shares of VMBS stock, worth $758,203. This represents 0.4% of its overall portfolio holdings.
Number of Shares
15,979
Previous 14,742
8.39%
Holding current value
$758,203
Previous $645,000
14.73%
% of portfolio
0.4%
Previous 0.4%
Shares
6 transactions
Others Institutions Holding VMBS
# of Institutions
618Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.7 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.17 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$907 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$353 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$323 Million0.03% of portfolio