Rise Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Rise Advisors, LLC
- $249 Million
- Q3 2025
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 5,808 shares of VTEB stock, worth $291,968. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,808
Previous 971
498.15%
Holding current value
$291,968
Previous $47,000
517.02%
% of portfolio
0.12%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
602MCall 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