J.W. Cole Advisors, Inc. Vanguard Mortg Backed Sec ETF Transaction History
J.W. Cole Advisors, Inc.
- $2.42 Billion
- Q4 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 46,263 shares of VMBS stock, worth $2.13 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
46,263
Previous 44,121
4.85%
Holding current value
$2.13 Million
Previous $2.08 Million
0.72%
% of portfolio
0.09%
Previous 0.09%
Shares
22 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.31 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.37 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.14 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$914 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$373 Million1.01% of portfolio