Advyzon Investment Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Advyzon Investment Management, LLC
- $583 Billion
- Q3 2025
A detailed history of Advyzon Investment Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 61,570 shares of VTEB stock, worth $3.1 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
61,570
Previous 59,456
3.56%
Holding current value
$3.1 Million
Previous $2.92 Billion
5.75%
% of portfolio
0.53%
Previous 0.65%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,374Shares 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