Opal Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Opal Wealth Advisors, LLC
- $347 Million
- Q3 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 25,752 shares of VTEB stock, worth $1.29 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
25,752
Previous 6,474
297.78%
Holding current value
$1.29 Million
Previous $317,000
306.62%
% of portfolio
0.37%
Previous 0.09%
Shares
16 transactions
Others Institutions Holding VTEB
# of Institutions
1,373Shares Held
604MCall 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