Rise Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Rise Advisors, LLC
- $206 Million
- Q4 2024
A detailed history of Rise Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Rise Advisors, LLC holds 1,136 shares of VTEB stock, worth $56,470. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,136
Previous 1,099
3.37%
Holding current value
$56,470
Previous $56,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,179Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.71 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.62 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.57 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.57 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.24 Billion1.27% of portfolio