Rkl Wealth Management LLC Vanguard Mortg Backed Sec ETF Transaction History
Rkl Wealth Management LLC
- $1.1 Billion
- Q3 2024
A detailed history of Rkl Wealth Management LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Rkl Wealth Management LLC holds 326,149 shares of VMBS stock, worth $14.9 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
326,149
Previous 323,373
0.86%
Holding current value
$14.9 Million
Previous $14.7 Million
4.88%
% of portfolio
1.4%
Previous 1.42%
Shares
30 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$5.5 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.14 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$905 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$391 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.99MShares$364 Million0.09% of portfolio