Level Financial Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Level Financial Advisors, Inc.
- $327 Million
- Q3 2025
A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 4,771 shares of VTEB stock, worth $239,838. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,771
Previous 4,460
6.97%
Holding current value
$239,838
Previous $218,000
9.17%
% of portfolio
0.07%
Previous 0.07%
Shares
14 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