Beverly Hills Private Wealth, LLC Vanguard Mortg Backed Sec ETF Transaction History
Beverly Hills Private Wealth, LLC
- $495 Billion
- Q4 2024
A detailed history of Beverly Hills Private Wealth, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 100,581 shares of VMBS stock, worth $4.65 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
100,581
Previous 104,020
3.31%
Holding current value
$4.65 Million
Previous $4.91 Billion
7.14%
% of portfolio
0.92%
Previous 0.99%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
667Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.34 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.39 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$919 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$376 Million1.01% of portfolio