Financial Life Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Financial Life Advisors
- $263 Million
- Q4 2024
A detailed history of Financial Life Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Financial Life Advisors holds 85,201 shares of VTEB stock, worth $4.27 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
85,201
Previous 84,272
1.1%
Holding current value
$4.27 Million
Previous $4.31 Million
0.84%
% of portfolio
1.63%
Previous 1.65%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,212Shares Held
515MCall 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