My Legacy Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
My Legacy Advisors, LLC
- $252 Million
- Q4 2024
A detailed history of My Legacy Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, My Legacy Advisors, LLC holds 63,791 shares of VTEB stock, worth $3.23 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
63,791
Previous 57,635
10.68%
Holding current value
$3.23 Million
Previous $2.95 Million
8.52%
% of portfolio
1.27%
Previous 1.18%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.99 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.7 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.66 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio