J.W. Cole Advisors, Inc. Vanguard Mortg Backed Sec ETF Transaction History
J.W. Cole Advisors, Inc.
- $2.09 Billion
- Q2 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 39,304 shares of VMBS stock, worth $1.86 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
39,304
Previous 31,678
24.07%
Holding current value
$1.86 Million
Previous $1.44 Million
23.55%
% of portfolio
0.09%
Previous 0.07%
Shares
20 transactions
Others Institutions Holding VMBS
# of Institutions
618Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.68 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.16 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$904 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$352 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$322 Million0.03% of portfolio