Sage View Advisory Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
A detailed history of Sage View Advisory Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 87,493 shares of VTEB stock, worth $4.43 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
87,493
Previous 77,335
13.14%
Holding current value
$4.43 Million
Previous $3.95 Billion
10.94%
% of portfolio
0.19%
Previous 0.2%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,298Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.98 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.7 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