Surience Private Wealth LLC Vanguard Mortg Backed Sec ETF Transaction History
Surience Private Wealth LLC
- $103 Million
- Q2 2025
A detailed history of Surience Private Wealth LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Surience Private Wealth LLC holds 66,759 shares of VMBS stock, worth $3.07 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
66,759Holding current value
$3.07 Million% of portfolio
3.02%Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
686Shares Held
377MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.08 Billion0.98% of portfolio
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Bank Of America Corp Charlotte, NC52.5MShares$2.42 Billion0.2% of portfolio
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Jpmorgan Chase & CO New York, NY48.7MShares$2.24 Billion0.18% of portfolio
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Envestnet Asset Management Inc20.9MShares$960 Million0.32% of portfolio
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Assetmark, Inc8.29MShares$382 Million1.06% of portfolio