Clearstead Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History
Clearstead Advisors, LLC
- $5.78 Billion
- Q2 2024
A detailed history of Clearstead Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Clearstead Advisors, LLC holds 3,161 shares of VMBS stock, worth $145,216. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,161
Previous 532
494.17%
Holding current value
$145,216
Previous $24,000
495.83%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding VMBS
# of Institutions
616Shares Held
345MCall Options Held
300Put Options Held
98.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.49 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.07 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$878 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$342 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$313 Million0.03% of portfolio