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 $3.02 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
65,391
Previous 66,734
2.01%
Holding current value
$3.02 Million
Previous $3.15 Million
5.9%
% of portfolio
0.45%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
674Shares Held
394MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.33 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.38 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.15 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$918 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$375 Million1.01% of portfolio