Diversify Advisory Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 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 31,862 shares of VTEB stock, worth $1.59 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
31,862
Previous 37,359
14.71%
Holding current value
$1.59 Million
Previous $1.88 Billion
14.39%
% of portfolio
0.09%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,177Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 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