Meridian Wealth Partners, LLC Vanguard Mortg Backed Sec ETF Transaction History
Meridian Wealth Partners, LLC
- $657 Million
- Q4 2024
A detailed history of Meridian Wealth Partners, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 9,489 shares of VMBS stock, worth $433,931. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,489
Previous 8,485
11.83%
Holding current value
$433,931
Previous $400,000
7.5%
% of portfolio
0.07%
Previous 0.06%
Shares
7 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