Dfpg Investments, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Dfpg Investments, LLC
- $1.29 Billion
- Q4 2023
A detailed history of Dfpg Investments, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Dfpg Investments, LLC holds 91,153 shares of VTEB stock, worth $4.53 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
91,153
Previous 92,401
1.35%
Holding current value
$4.53 Million
Previous $4.44 Million
4.7%
% of portfolio
0.36%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,179Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.71 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.62 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.57 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.57 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.24 Billion1.27% of portfolio