Montag A & Associates Inc Vanguard Mortg Backed Sec ETF Transaction History
Montag A & Associates Inc
- $2.08 Billion
- Q4 2024
A detailed history of Montag A & Associates Inc transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Montag A & Associates Inc holds 2,671 shares of VMBS stock, worth $123,453. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,671
Previous 2,671
-0.0%
Holding current value
$123,453
Previous $126,000
3.97%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding VMBS
# of Institutions
675Shares Held
394MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.33 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.38 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$918 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$375 Million1.01% of portfolio