Wealthspire Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History
Wealthspire Advisors, LLC
- $9.93 Billion
- Q4 2024
A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 11,252 shares of VMBS stock, worth $523,105. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,252
Previous 5,452
106.38%
Holding current value
$523,105
Previous $257,000
98.44%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.36 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.4 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.16 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$923 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$377 Million1.01% of portfolio