Synergy Investment Management, LLC Vanguard Mortg Backed Sec ETF Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Synergy Investment Management, LLC holds 1,854 shares of VMBS stock, worth $84,801. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,854
Previous 1,854
-0.0%
Holding current value
$84,801
Previous $84.1 Million
2.14%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
683Shares Held
371MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.05 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.4 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.23 Billion0.18% of portfolio
-
Envestnet Asset Management Inc20.9MShares$954 Million0.32% of portfolio
-
Assetmark, Inc8.29MShares$379 Million1.06% of portfolio