Triad Wealth Partners, LLC Vanguard Mortg Backed Sec ETF Transaction History
Triad Wealth Partners, LLC
- $191 Billion
- Q2 2024
A detailed history of Triad Wealth Partners, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 1,177 shares of VMBS stock, worth $55,730. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,177Holding current value
$55,730% of portfolio
0.03%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$6.69 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.17 Billion0.27% of portfolio
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Envestnet Asset Management Inc19.1MShares$905 Million0.31% of portfolio
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Assetmark, Inc7.43MShares$352 Million1.05% of portfolio
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Jpmorgan Chase & CO New York, NY6.8MShares$322 Million0.03% of portfolio