Claro Advisors LLC Vanguard Mortg Backed Sec ETF Transaction History
Claro Advisors LLC
- $594 Million
- Q2 2024
A detailed history of Claro Advisors LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Claro Advisors LLC holds 63,908 shares of VMBS stock, worth $3.03 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
63,908
Previous 35,692
79.05%
Holding current value
$3.03 Million
Previous $1.63 Million
78.3%
% of portfolio
0.49%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
619Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.69 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.17 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$905 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$352 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$322 Million0.03% of portfolio