Montis Financial, LLC Vanguard Mortg Backed Sec ETF Transaction History
Montis Financial, LLC
- $322 Million
- Q4 2024
A detailed history of Montis Financial, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Montis Financial, LLC holds 54,578 shares of VMBS stock, worth $2.53 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
54,578Holding current value
$2.53 Million% of portfolio
0.77%Shares
1 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
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Bank Of America Corp Charlotte, NC73.2MShares$3.39 Billion0.28% of portfolio
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Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
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Envestnet Asset Management Inc19.9MShares$919 Million0.3% of portfolio
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Assetmark, Inc8.12MShares$376 Million1.01% of portfolio