Foster Victor Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Foster Victor Wealth Advisors, LLC
- $1.38 Billion
- Q3 2024
A detailed history of Foster Victor Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 295,382 shares of VTEB stock, worth $14.8 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
295,382
Previous 295,699
0.11%
Holding current value
$14.8 Million
Previous $14.8 Million
1.9%
% of portfolio
1.09%
Previous 1.17%
Shares
24 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares 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