Ullmann Wealth Partners Group, LLC Vanguard Mortg Backed Sec ETF Transaction History
Ullmann Wealth Partners Group, LLC
- $749 Million
- Q1 2025
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 134,596 shares of VMBS stock, worth $6.21 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
134,596
Previous 147,772
8.92%
Holding current value
$6.21 Million
Previous $6.7 Million
7.02%
% of portfolio
0.83%
Previous 0.87%
Shares
8 transactions
Others Institutions Holding VMBS
# of Institutions
673Shares Held
392MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.32 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.37 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$916 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$374 Million1.01% of portfolio