Talon Private Wealth, LLC Vanguard Mortg Backed Sec ETF Transaction History
Talon Private Wealth, LLC
- $746 Billion
- Q1 2025
A detailed history of Talon Private Wealth, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Talon Private Wealth, LLC holds 11,255 shares of VMBS stock, worth $514,803. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,255
Previous 9,888
13.82%
Holding current value
$514,803
Previous $448 Million
16.26%
% of portfolio
0.07%
Previous 0.09%
Shares
3 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