Gutierrez Wealth Advisory, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Gutierrez Wealth Advisory, LLC
- $121 Billion
- Q4 2024
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 78,000 shares of VTEB stock, worth $3.92 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
78,000Holding current value
$3.92 Million% of portfolio
3.23%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,251Shares Held
532MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
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Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
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Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
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Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio