Life Plan Financial, LLC Vanguard Mortg Backed Sec ETF Transaction History
Life Plan Financial, LLC
- $113 Billion
- Q4 2024
A detailed history of Life Plan Financial, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Life Plan Financial, LLC holds 43,791 shares of VMBS stock, worth $2 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
43,791
Previous 43,366
0.98%
Holding current value
$2 Million
Previous $2.05 Billion
3.02%
% of portfolio
1.75%
Previous 1.76%
Shares
5 transactions
Others Institutions Holding VMBS
# of Institutions
656Shares Held
350MCall Options Held
900Put Options Held
300-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.25 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.14 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$906 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$391 Million0.03% of portfolio
-
Assetmark, Inc8.12MShares$370 Million1.01% of portfolio