Core Wealth Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Core Wealth Advisors, Inc.
- $301 Million
- Q4 2024
A detailed history of Core Wealth Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 29,435 shares of VTEB stock, worth $1.48 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
29,435
Previous 32,053
8.17%
Holding current value
$1.48 Million
Previous $1.64 Million
9.95%
% of portfolio
0.49%
Previous 0.53%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,294Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.96 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.65 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio