Aj Wealth Strategies, LLC Vanguard Mortg Backed Sec ETF Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 189,780 shares of VMBS stock, worth $8.68 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
189,780
Previous 191,857
1.08%
Holding current value
$8.68 Million
Previous $8.93 Million
2.27%
% of portfolio
0.42%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
666Shares Held
393MCall Options Held
900Put Options Held
300-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.27 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.35 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.13 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$908 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$371 Million1.01% of portfolio