Simplicity Wealth,Llc Vanguard Mortg Backed Sec ETF Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 116,506 shares of VMBS stock, worth $5.35 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
116,506
Previous 130,012
10.39%
Holding current value
$5.35 Million
Previous $5.9 Million
6.81%
% of portfolio
0.53%
Previous 0.14%
Shares
12 transactions
Others Institutions Holding VMBS
# of Institutions
616Shares Held
345MCall Options Held
300Put Options Held
98.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.49 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.07 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$878 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$342 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$313 Million0.03% of portfolio