Tolleson Wealth Management, Inc. Vanguard Mortg Backed Sec ETF Transaction History
Tolleson Wealth Management, Inc.
- $511 Million
- Q1 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 $724,609. This represents 0.14% of its overall portfolio holdings.
Number of Shares
15,915Holding current value
$724,609% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
601Shares Held
335MCall Options Held
600Put Options Held
28.7K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA135MShares$6.15 Billion8.46% of portfolio
-
Bank Of America Corp Charlotte, NC64.6MShares$2.94 Billion0.28% of portfolio
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Envestnet Asset Management Inc18.5MShares$840 Million0.32% of portfolio
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Assetmark, Inc7.11MShares$324 Million1.06% of portfolio
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Jpmorgan Chase & CO New York, NY6.22MShares$283 Million0.03% of portfolio