Helen Stephens Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Helen Stephens Group, LLC
- $337 Million
- Q4 2024
A detailed history of Helen Stephens Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Helen Stephens Group, LLC holds 5,167 shares of VTEB stock, worth $259,331. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,167
Previous 5,113
1.06%
Holding current value
$259,331
Previous $261,000
0.77%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,286Shares Held
542MCall Options Held
34.6KPut Options Held
62.2K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio