San Luis Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
San Luis Wealth Advisors LLC
- $446 Million
- Q3 2025
A detailed history of San Luis Wealth Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 268,124 shares of VTEB stock, worth $13.5 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
268,124
Previous 279,910
4.21%
Holding current value
$13.5 Million
Previous $14 Million
4.22%
% of portfolio
3.01%
Previous 3.63%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,373Shares 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