Leverty Financial Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Leverty Financial Group, LLC
- $195 Million
- Q4 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 69,245 shares of VTEB stock, worth $3.48 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
69,245
Previous 59,902
15.6%
Holding current value
$3.48 Million
Previous $3.06 Million
13.36%
% of portfolio
1.78%
Previous 1.69%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,238Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio