Diversify Advisory Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Diversify Advisory Services, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 27,877 shares of VTEB stock, worth $1.4 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
27,877
Previous 31,862
12.51%
Holding current value
$1.4 Million
Previous $1.61 Billion
13.81%
% of portfolio
0.08%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,224Shares Held
516MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio