Compass Financial Group, Inc/Sd Vanguard Mun Bd Fds Tax Exempt Transaction History
Compass Financial Group, Inc/Sd
- $527 Billion
- Q4 2024
A detailed history of Compass Financial Group, Inc/Sd transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 20,091 shares of VTEB stock, worth $973,208. This represents 0.19% of its overall portfolio holdings.
Number of Shares
20,091
Previous 15,784
27.29%
Holding current value
$973,208
Previous $807 Million
24.82%
% of portfolio
0.19%
Previous 0.16%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,314Shares Held
556MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.81 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.63 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.58 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.22 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.19 Billion3.61% of portfolio