Tria Gen Wealth Management LLC Vanguard Mortg Backed Sec ETF Transaction History
Tria Gen Wealth Management LLC
- $221 Million
- Q1 2024
A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 33,491 shares of VMBS stock, worth $1.51 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
33,491Holding current value
$1.51 Million% of portfolio
0.69%Shares
2 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$6.1 Billion8.46% of portfolio
-
Bank Of America Corp Charlotte, NC64.6MShares$2.92 Billion0.28% of portfolio
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Envestnet Asset Management Inc18.5MShares$833 Million0.32% of portfolio
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Assetmark, Inc7.11MShares$321 Million1.06% of portfolio
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Jpmorgan Chase & CO New York, NY6.22MShares$281 Million0.03% of portfolio