Up Strategic Wealth Investment Advisors LLC Vanguard Mortg Backed Sec ETF Transaction History
Up Strategic Wealth Investment Advisors LLC
- $100 Billion
- Q4 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 8,950 shares of VMBS stock, worth $414,206. This represents 0.41% of its overall portfolio holdings.
Number of Shares
8,950Holding current value
$414,206% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
675Shares Held
391MCall 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