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 $529,802. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,644
Previous 6,239
86.63%
Holding current value
$529,802
Previous $283,000
93.99%
% of portfolio
0.13%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
612Shares Held
348MCall Options Held
300Put Options Held
98.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.43 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.04 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$904 Million0.31% of portfolio
-
Assetmark, Inc7.64MShares$348 Million1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$310 Million0.03% of portfolio