Northwest Financial Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Northwest Financial Advisors holds 5,695 shares of VTEB stock, worth $287,369. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,695
Previous 5,689
0.11%
Holding current value
$287,369
Previous $288 Million
0.86%
% of portfolio
0.2%
Previous 0.21%
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