Leverty Financial Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Leverty Financial Group, LLC
- $182 Million
- Q3 2024
A detailed history of Leverty Financial Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Leverty Financial Group, LLC holds 59,902 shares of VTEB stock, worth $2.99 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
59,902
Previous 59,633
0.45%
Holding current value
$2.99 Million
Previous $2.99 Million
2.48%
% of portfolio
1.69%
Previous 2.02%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio