United Advisor Group, LLC Vanguard Mortg Backed Sec ETF Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, United Advisor Group, LLC holds 11,644 shares of VMBS stock, worth $530,500. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,644
Previous 6,239
86.63%
Holding current value
$530,500
Previous $283,000
93.99%
% of portfolio
0.13%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
657Shares Held
353MCall Options Held
900Put Options Held
300-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.25 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.14 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$906 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$391 Million0.03% of portfolio
-
Assetmark, Inc8.12MShares$370 Million1.01% of portfolio