Iam Advisory, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Iam Advisory, LLC

$394 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 14, 2021	SELL	$54.77 - $55.59 $1.1 Million - $1.12 Million	-20,085 Closed	0 $0
Q2 2021 Jul 20, 2021	BUY	$54.58 - $55.46 $1.1 Million - $1.11 Million	20,085 New	20,085 $0

Others Institutions Holding VTEB

# of Institutions

1,160

Shares Held

496M

Call Options Held

21.1K

Put Options Held

53.6K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.75 Billion
0.33% of portfolio
Northwestern Mutual Wealth Management CO

31.7M
Shares

$1.59 Billion
1.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

30.6M
Shares

$1.53 Billion
0.3% of portfolio
Wealthfront Advisers LLC

30M
Shares

$1.51 Billion
5.06% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.25 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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