Burt Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Burt Wealth Advisors
- $399 Million
- Q3 2025
A detailed history of Burt Wealth Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Burt Wealth Advisors holds 120,469 shares of VTEB stock, worth $6.06 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
120,469
Previous 134,418
10.38%
Holding current value
$6.06 Million
Previous $6.59 Million
8.48%
% of portfolio
1.51%
Previous 1.53%
Shares
28 transactions
Others Institutions Holding VTEB
# of Institutions
1,374Shares 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
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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