Tolleson Wealth Management, Inc. Vanguard Mortg Backed Sec ETF Transaction History
Tolleson Wealth Management, Inc.
- $525 Million
- Q3 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 15,915 shares of VMBS stock, worth $726,678. This represents 0.14% of its overall portfolio holdings.
Number of Shares
15,915
Previous 15,915
-0.0%
Holding current value
$726,678
Previous $723,000
3.87%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
653Shares Held
347MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.26 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.15 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$908 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$392 Million0.03% of portfolio
-
Assetmark, Inc8.12MShares$371 Million1.01% of portfolio