Ullmann Wealth Partners Group, LLC Vanguard Mortg Backed Sec ETF Transaction History
Ullmann Wealth Partners Group, LLC
- $840 Million
- Q2 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 90,021 shares of VMBS stock, worth $4.15 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
90,021
Previous 134,596
33.12%
Holding current value
$4.15 Million
Previous $6.23 Million
33.04%
% of portfolio
0.5%
Previous 0.83%
Shares
9 transactions
Others Institutions Holding VMBS
# of Institutions
687Shares Held
378MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.08 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.42 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.24 Billion0.18% of portfolio
-
Envestnet Asset Management Inc20.9MShares$961 Million0.32% of portfolio
-
Assetmark, Inc8.29MShares$382 Million1.06% of portfolio