Lord & Richards Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History
Lord & Richards Wealth Management, LLC
- $47.4 Billion
- Q4 2024
A detailed history of Lord & Richards Wealth Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 5,534 shares of VMBS stock, worth $252,350. This represents 0.53% of its overall portfolio holdings.
Number of Shares
5,534Holding current value
$252,350% of portfolio
0.53%Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
640Shares Held
343MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.5 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.15 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
-
Wells Fargo & Company San Francisco, CA7.99MShares$365 Million0.09% of portfolio