Arete Wealth Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History
Arete Wealth Advisors, LLC
- $1.17 Billion
- Q3 2024
A detailed history of Arete Wealth Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 13,772 shares of VMBS stock, worth $627,452. This represents 0.06% of its overall portfolio holdings.
Number of Shares
13,772
Previous 13,772
-0.0%
Holding current value
$627,452
Previous $649,000
-0.0%
% of portfolio
0.06%
Previous 0.06%
Shares
5 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