Freedom Wealth Alliance, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Freedom Wealth Alliance, LLC
- $60.8 Billion
- Q3 2023
A detailed history of Freedom Wealth Alliance, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Freedom Wealth Alliance, LLC holds 11,843 shares of VTEB stock, worth $599,966. This represents 0.94% of its overall portfolio holdings.
Number of Shares
11,843
Previous 12,003
1.33%
Holding current value
$599,966
Previous $604 Million
5.61%
% of portfolio
0.94%
Previous 0.84%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.99 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.7 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.66 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