Strategic Financial Concepts, LLC Vanguard Mortg Backed Sec ETF Transaction History
Strategic Financial Concepts, LLC
- $549 Billion
- Q4 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 11,153 shares of VMBS stock, worth $512,814. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,153Holding current value
$512,814% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
674Shares Held
394MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.3 Billion0.99% of portfolio
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Bank Of America Corp Charlotte, NC73.2MShares$3.36 Billion0.28% of portfolio
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Jpmorgan Chase & CO New York, NY46.5MShares$2.14 Billion0.17% of portfolio
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Envestnet Asset Management Inc19.9MShares$913 Million0.3% of portfolio
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Assetmark, Inc8.12MShares$373 Million1.01% of portfolio