Gutierrez Wealth Advisory, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Gutierrez Wealth Advisory, LLC
- $156 Billion
- Q3 2025
A detailed history of Gutierrez Wealth Advisory, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Gutierrez Wealth Advisory, LLC holds 137,398 shares of VTEB stock, worth $6.91 Million. This represents 4.4% of its overall portfolio holdings.
Number of Shares
137,398
Previous 138,643
0.9%
Holding current value
$6.91 Million
Previous $6.8 Billion
1.2%
% of portfolio
4.4%
Previous 4.56%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio