Aveo Capital Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Aveo Capital Partners, LLC
- $856 Million
- Q4 2024
A detailed history of Aveo Capital Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 93,613 shares of VTEB stock, worth $4.69 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
93,613
Previous 104,377
10.31%
Holding current value
$4.69 Million
Previous $5.34 Million
12.05%
% of portfolio
0.55%
Previous 0.59%
Shares
18 transactions
Others Institutions Holding VTEB
# of Institutions
1,224Shares Held
516MCall 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$1.64 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