Wells Financial Advisors Inc Vanguard Mortg Backed Sec ETF Transaction History
Wells Financial Advisors Inc
- $143 Million
- Q1 2024
A detailed history of Wells Financial Advisors Inc transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 2,000 shares of VMBS stock, worth $90,020. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,000Holding current value
$90,020% of portfolio
0.06%Shares
1 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$6.08 Billion8.46% of portfolio
-
Bank Of America Corp Charlotte, NC64.6MShares$2.91 Billion0.28% of portfolio
-
Envestnet Asset Management Inc18.5MShares$831 Million0.32% of portfolio
-
Assetmark, Inc7.11MShares$320 Million1.06% of portfolio
-
Jpmorgan Chase & CO New York, NY6.22MShares$280 Million0.03% of portfolio