Beacon Pointe Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Beacon Pointe Advisors, LLC
- $8.89 Billion
- Q4 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 525,711 shares of VTEB stock, worth $26.5 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
525,711
Previous 517,764
1.53%
Holding current value
$26.5 Million
Previous $26.5 Million
0.43%
% of portfolio
0.3%
Previous 0.31%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,294Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.96 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.65 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio