Sovereign Financial Group, Inc. Vanguard Mortg Backed Sec ETF Transaction History
Sovereign Financial Group, Inc.
- $396 Million
- Q2 2024
A detailed history of Sovereign Financial Group, Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 79,460 shares of VMBS stock, worth $3.7 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
79,460
Previous 75,276
5.56%
Holding current value
$3.7 Million
Previous $3.43 Million
5.07%
% of portfolio
0.91%
Previous 0.92%
Shares
14 transactions
Others Institutions Holding VMBS
# of Institutions
618Shares Held
346MCall Options Held
300Put Options Held
18.8K-
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$890 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$346 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$317 Million0.03% of portfolio