Opal Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Opal Wealth Advisors, LLC
- $361 Million
- Q4 2025
A detailed history of Opal Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 48,546 shares of VTEB stock, worth $2.44 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
48,546
Previous 25,752
88.51%
Holding current value
$2.44 Million
Previous $1.29 Million
89.29%
% of portfolio
0.68%
Previous 0.37%
Shares
17 transactions
Others Institutions Holding VTEB
# of Institutions
1,381Shares Held
605MCall 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
-
Wealthfront Advisers LLC24.2MShares$1.21 Billion2.8% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio