Us Financial Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History
Us Financial Advisors, LLC
- $298 Million
- Q2 2024
Shares
6 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$6.58 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.11 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$890 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$346 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$317 Million0.03% of portfolio