Turtle Creek Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Turtle Creek Wealth Advisors, LLC
- $432 Billion
- Q2 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 6,167 shares of VTEB stock, worth $311,186. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,167
Previous 21,980
71.94%
Holding current value
$311,186
Previous $1.11 Billion
72.21%
% of portfolio
0.07%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,161Shares Held
496MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.77 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.6 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.54 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio