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 $21,306. This represents 0.0% of its overall portfolio holdings.
Number of Shares
465
Previous 465
-0.0%
Holding current value
$21,306
Previous $21,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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$5.53 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.16 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$911 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$393 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.99MShares$366 Million0.09% of portfolio