Retirement Wealth Solutions LLC Vanguard Mortg Backed Sec ETF Transaction History
Retirement Wealth Solutions LLC
- $137 Billion
- Q2 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 53,152 shares of VMBS stock, worth $2.46 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
53,152
Previous 55,024
3.4%
Holding current value
$2.46 Million
Previous $2.55 Billion
3.34%
% of portfolio
1.8%
Previous 2.06%
Shares
3 transactions
Others Institutions Holding VMBS
# of Institutions
688Shares Held
376MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.1 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.43 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.25 Billion0.18% of portfolio
-
Envestnet Asset Management Inc21.1MShares$975 Million0.3% of portfolio
-
Assetmark, Inc8.61MShares$398 Million0.96% of portfolio