Proactive Wealth Strategies LLC Vanguard Mortg Backed Sec ETF Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
A detailed history of Proactive Wealth Strategies LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 5,454 shares of VMBS stock, worth $249,902. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,454Holding current value
$249,902% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
612Shares Held
346MCall Options Held
300Put Options Held
98.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.47 Billion1.24% of portfolio
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Bank Of America Corp Charlotte, NC66.9MShares$3.06 Billion0.27% of portfolio
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Envestnet Asset Management Inc19.1MShares$876 Million0.31% of portfolio
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Assetmark, Inc7.64MShares$350 Million1.03% of portfolio
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Jpmorgan Chase & CO New York, NY6.8MShares$312 Million0.03% of portfolio