Perennial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Perennial Advisors, LLC
- $450 Million
- Q4 2024
A detailed history of Perennial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Perennial Advisors, LLC holds 27,070 shares of VTEB stock, worth $1.36 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
27,070
Previous 31,372
13.71%
Holding current value
$1.36 Million
Previous $1.57 Million
13.68%
% of portfolio
0.3%
Previous 0.35%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,295Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.96 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.65 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