Jamison Private Wealth Management, Inc. Vanguard Mortg Backed Sec ETF Transaction History
Jamison Private Wealth Management, Inc.
- $657 Billion
- Q3 2024
A detailed history of Jamison Private Wealth Management, Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 173 shares of VMBS stock, worth $7,873. This represents 0.0% of its overall portfolio holdings.
Number of Shares
173
Previous 173
-0.0%
Holding current value
$7,873
Previous $7.86 Million
3.98%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
613Shares Held
345MCall Options Held
300Put Options Held
98.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.43 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.04 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$870 Million0.31% of portfolio
-
Assetmark, Inc7.64MShares$348 Million1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$310 Million0.03% of portfolio