Premier Path Wealth Partners, LLC Vanguard Mortg Backed Sec ETF Transaction History
Premier Path Wealth Partners, LLC
- $656 Billion
- Q4 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 120,253 shares of VMBS stock, worth $5.57 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
120,253
Previous 114,935
4.63%
Holding current value
$5.57 Million
Previous $5.43 Billion
0.48%
% of portfolio
0.83%
Previous 0.86%
Shares
5 transactions
Others Institutions Holding VMBS
# of Institutions
669Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.34 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.39 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.16 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$920 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$376 Million1.01% of portfolio