Colonial Trust Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History

Colonial Trust Advisors

$1.14 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 21, 2019	SELL	N/A	-5,009 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	5,009 New	5,009 $261,000

Others Institutions Holding VTEB

# of Institutions

1,179

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.71 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.62 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.57 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.57 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.24 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Colonial Trust Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Colonial Trust Advisors with notifications on news.