Sax Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 18,893 shares of VTEB stock, worth $951,451. This represents 0.08% of its overall portfolio holdings.
Number of Shares
18,893
Previous 18,722
0.91%
Holding current value
$951,451
Previous $957,000
1.04%
% of portfolio
0.08%
Previous 0.09%
Shares
10 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