Smallwood Wealth Investment Management, LLC Vanguard Mortg Backed Sec ETF Transaction History
Smallwood Wealth Investment Management, LLC
- $152 Million
- Q1 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 10 shares of VMBS stock, worth $463. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10Holding current value
$463% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
392MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.34 Billion0.99% of portfolio
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Bank Of America Corp Charlotte, NC73.2MShares$3.39 Billion0.28% of portfolio
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Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
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Envestnet Asset Management Inc20.9MShares$966 Million0.32% of portfolio
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Assetmark, Inc8.29MShares$384 Million1.06% of portfolio