Bdo Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Bdo Wealth Advisors, LLC
- $867 Million
- Q2 2023
A detailed history of Bdo Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 15,720 shares of VTEB stock, worth $790,244. This represents 0.09% of its overall portfolio holdings.
Number of Shares
15,720
Previous 15,600
0.77%
Holding current value
$790,244
Previous $790,000
0.13%
% of portfolio
0.09%
Previous 0.1%
Shares
16 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