Transform Wealth, LLC Vanguard Mortg Backed Sec ETF Transaction History
Transform Wealth, LLC
- $1.31 Billion
- Q2 2024
A detailed history of Transform Wealth, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 4,473 shares of VMBS stock, worth $210,901. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,473Holding current value
$210,901% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
618Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.66 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.15 Billion0.27% of portfolio
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Envestnet Asset Management Inc19.1MShares$901 Million0.31% of portfolio
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Assetmark, Inc7.43MShares$351 Million1.05% of portfolio
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Jpmorgan Chase & CO New York, NY6.8MShares$321 Million0.03% of portfolio