Conquis Financial LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Conquis Financial LLC
- $106 Billion
- Q3 2025
A detailed history of Conquis Financial LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Conquis Financial LLC holds 40,288 shares of VTEB stock, worth $2.03 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
40,288
Previous 21,711
85.56%
Holding current value
$2.03 Million
Previous $1.06 Billion
89.5%
% of portfolio
1.91%
Previous 1.03%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
603MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio