Brio Consultants, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Brio Consultants, LLC
- $636 Million
- Q4 2024
A detailed history of Brio Consultants, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Brio Consultants, LLC holds 47,704 shares of VTEB stock, worth $2.38 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
47,704
Previous 39,104
21.99%
Holding current value
$2.38 Million
Previous $2 Million
19.67%
% of portfolio
0.38%
Previous 0.32%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,302Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.92 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.68 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.63 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.25 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.03 Billion0.39% of portfolio