Retirement Wealth Solutions LLC Vanguard Mortg Backed Sec ETF Transaction History
Retirement Wealth Solutions LLC
- $124 Billion
- Q1 2025
A detailed history of Retirement Wealth Solutions LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Retirement Wealth Solutions LLC holds 55,024 shares of VMBS stock, worth $2.55 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
55,024
Previous 53,129
3.57%
Holding current value
$2.55 Million
Previous $2.38 Billion
7.13%
% of portfolio
2.06%
Previous 2.01%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
391MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.34 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.39 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$919 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$376 Million1.01% of portfolio