Astoria Strategic Wealth, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Astoria Strategic Wealth, Inc.
- $336 Million
- Q4 2024
A detailed history of Astoria Strategic Wealth, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Astoria Strategic Wealth, Inc. holds 576,796 shares of VTEB stock, worth $28.9 Million. This represents 8.6% of its overall portfolio holdings.
Number of Shares
576,796
Previous 658,205
12.37%
Holding current value
$28.9 Million
Previous $33.6 Million
14.07%
% of portfolio
8.6%
Previous 9.92%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,185Shares Held
511MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio