Moser Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Put Options Transaction History

Moser Wealth Advisors, LLC

$182 Million
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding VTEB

# of Institutions

1,162

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

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moser Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moser Wealth Advisors, LLC with notifications on news.