Erts Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Erts Wealth Advisors, LLC
- $529 Million
- Q4 2024
A detailed history of Erts Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 7,338 shares of VTEB stock, worth $369,541. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,338
Previous 7,538
2.65%
Holding current value
$369,541
Previous $385,000
4.68%
% of portfolio
0.07%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,296Shares 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