Concord Wealth Partners Vanguard Mun Bd Fds Tax Exempt Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 29, 2021	SELL	$54.58 - $55.46 $792,992 - $805,778	-14,529 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$54.06 - $55.19 $785,437 - $801,855	14,529 New	14,529 $802,000

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
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