Tria Gen Wealth Management LLC Vanguard Mortg Backed Sec ETF Transaction History
Tria Gen Wealth Management LLC
- $273 Million
- Q3 2024
A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 41,589 shares of VMBS stock, worth $1.88 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
41,589
Previous 40,202
3.45%
Holding current value
$1.88 Million
Previous $1.83 Million
7.56%
% of portfolio
0.72%
Previous 0.77%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
629Shares Held
342MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.45 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.12 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$898 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$388 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.99MShares$361 Million0.09% of portfolio