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 $57,208. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,136
Previous 1,099
3.37%
Holding current value
$57,208
Previous $56,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,294Shares 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