Life Plan Financial, LLC Vanguard Mortg Backed Sec ETF Transaction History
Life Plan Financial, LLC
- $113 Billion
- Q4 2024
A detailed history of Life Plan Financial, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Life Plan Financial, LLC holds 43,791 shares of VMBS stock, worth $2.02 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
43,791
Previous 43,366
0.98%
Holding current value
$2.02 Million
Previous $2.05 Billion
3.02%
% of portfolio
1.75%
Previous 1.76%
Shares
5 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.31 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.37 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.14 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$915 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$374 Million1.01% of portfolio