Clearstead Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Clearstead Advisors, LLC
- $6.44 Billion
- Q4 2024
A detailed history of Clearstead Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Clearstead Advisors, LLC holds 244,535 shares of VTEB stock, worth $12.2 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
244,535
Previous 186,680
30.99%
Holding current value
$12.2 Million
Previous $9.54 Million
28.45%
% of portfolio
0.19%
Previous 0.15%
Shares
17 transactions
Others Institutions Holding VTEB
# of Institutions
1,303Shares 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$1.67 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