Source Financial Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 2024
A detailed history of Source Financial Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Source Financial Advisors LLC holds 101,249 shares of VTEB stock, worth $5.09 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
101,249
Previous 99,016
2.26%
Holding current value
$5.09 Million
Previous $4.96 Million
4.31%
% of portfolio
1.53%
Previous 1.53%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,160Shares Held
496MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.59 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.53 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio