Charles Schwab Investment Management Inc Velocity Financial, Inc. Transaction History
Charles Schwab Investment Management Inc
- $519 Billion
- Q2 2024
A detailed history of Charles Schwab Investment Management Inc transactions in Velocity Financial, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 29,818 shares of VEL stock, worth $568,032. This represents 0.0% of its overall portfolio holdings.
Number of Shares
29,818
Previous 28,217
5.67%
Holding current value
$568,032
Previous $507,000
5.33%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding VEL
# of Institutions
61Shares Held
32.5MCall Options Held
476KPut Options Held
565K-
Snow Phipps Group, LLC New York, NY12.3MShares$234 Million84.31% of portfolio
-
Allianz Asset Management Gmb H Munich, 2M11MShares$209 Million0.3% of portfolio
-
Beach Point Capital Management LP Santa Monica, CA5.54MShares$105 Million68.1% of portfolio
-
Adage Capital Partners Gp, L.L.C. Boston, MA1.11MShares$21.2 Million0.04% of portfolio
-
Black Rock Inc. New York, NY656KShares$12.5 Million0.0% of portfolio
About Velocity Financial, Inc.
- Ticker VEL
- Exchange NYSE
- Sector Financial Services
- Industry Mortgage Finance
- Shares Outstandng 32,415,900
- Market Cap $618M
- Description
- Velocity Financial, Inc. operates as a real estate finance company in the United States. It primarily originates and manages investor loans secured by 1?4 unit residential rental and small commercial properties. The company offers its products through a network of independent mortgage brokers. Velocity Financial, Inc. was founded in 2004 and is ...