Mount Yale Investment Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 17,585 shares of VTEB stock, worth $883,997. This represents 0.06% of its overall portfolio holdings.
Number of Shares
17,585
Previous 187
9303.74%
Holding current value
$883,997
Previous $9,000
9677.78%
% of portfolio
0.06%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,371Shares 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