United Advisor Group, LLC Vanguard Mortg Backed Sec ETF Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, United Advisor Group, LLC holds 11,644 shares of VMBS stock, worth $526,774. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,644
Previous 6,239
86.63%
Holding current value
$526,774
Previous $283,000
93.99%
% of portfolio
0.13%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding VMBS
# of Institutions
629Shares Held
342MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.46 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.12 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$899 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$388 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.99MShares$362 Million0.09% of portfolio