Windward Private Wealth Management Inc. Vanguard Mortg Backed Sec ETF Transaction History
Windward Private Wealth Management Inc.
- $247 Million
- Q2 2024
A detailed history of Windward Private Wealth Management Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 307,022 shares of VMBS stock, worth $14.5 Million. This represents 5.64% of its overall portfolio holdings.
Number of Shares
307,022
Previous 299,060
2.66%
Holding current value
$14.5 Million
Previous $13.6 Million
2.18%
% of portfolio
5.64%
Previous 5.58%
Shares
15 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$6.66 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.15 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$901 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$351 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$321 Million0.03% of portfolio