Delos Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Delos Wealth Advisors, LLC
- $139 Million
- Q3 2025
A detailed history of Delos Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 386 shares of VTEB stock, worth $19,404. This represents 0.01% of its overall portfolio holdings.
Number of Shares
386
Previous 386
-0.0%
Holding current value
$19,404
Previous $18,000
5.56%
% of portfolio
0.01%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,374Shares Held
604MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio