Continuum Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Continuum Wealth Advisors, LLC
- $157 Million
- Q4 2024
A detailed history of Continuum Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 22,299 shares of VTEB stock, worth $1.13 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
22,299
Previous 21,422
4.09%
Holding current value
$1.13 Million
Previous $1.1 Million
2.01%
% of portfolio
0.71%
Previous 0.69%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,295Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.98 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.7 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.65 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio