Soa Wealth Advisors, Llc. Vanguard Mortg Backed Sec ETF Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 465 shares of VMBS stock, worth $21,664. This represents 0.0% of its overall portfolio holdings.
Number of Shares
465
Previous 500
7.0%
Holding current value
$21,664
Previous $22,000
4.55%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
623Shares Held
344MCall Options Held
300Put Options Held
98.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.58 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.11 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$891 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$346 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$317 Million0.03% of portfolio