Archvest Wealth Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Archvest Wealth Advisors, Inc.
- $151 Million
- Q2 2024
A detailed history of Archvest Wealth Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 4,450 shares of VTEB stock, worth $223,790. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,450
Previous 4,450
-0.0%
Holding current value
$223,790
Previous $225,000
1.33%
% of portfolio
0.15%
Previous 0.16%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,153Shares Held
495MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.76 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.59 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