Claro Advisors LLC Vanguard Mortg Backed Sec ETF Transaction History
Claro Advisors LLC
- $662 Million
- Q4 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 65,391 shares of VMBS stock, worth $2.96 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
65,391
Previous 66,734
2.01%
Holding current value
$2.96 Million
Previous $3.15 Million
5.9%
% of portfolio
0.45%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
657Shares Held
388MCall Options Held
900Put Options Held
300-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.21 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.12 Billion0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.1 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$898 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$367 Million1.01% of portfolio