Oak Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Oak Wealth Advisors LLC
- $172 Billion
- Q3 2025
A detailed history of Oak Wealth Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 33,904 shares of VTEB stock, worth $1.7 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
33,904
Previous 30,347
11.72%
Holding current value
$1.7 Million
Previous $1.49 Billion
14.09%
% of portfolio
0.99%
Previous 0.95%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares 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