Tria Gen Wealth Management LLC Vanguard Mortg Backed Sec ETF Transaction History
Tria Gen Wealth Management LLC
- $277 Million
- Q4 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 43,880 shares of VMBS stock, worth $2.02 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
43,880
Previous 41,589
5.51%
Holding current value
$2.02 Million
Previous $1.96 Million
1.32%
% of portfolio
0.72%
Previous 0.72%
Shares
5 transactions
Others Institutions Holding VMBS
# of Institutions
668Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.3 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.36 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.14 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$912 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$373 Million1.01% of portfolio