4 Wealth Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
4 Wealth Advisors, Inc.
- $112 Billion
- Q3 2025
A detailed history of 4 Wealth Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 13,369 shares of VTEB stock, worth $672,059. This represents 0.6% of its overall portfolio holdings.
Number of Shares
13,369
Previous 13,369
-0.0%
Holding current value
$672,059
Previous $655 Million
2.12%
% of portfolio
0.6%
Previous 0.67%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
602MCall 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