Strategic Wealth Advisors Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 53,257 shares of VTEB stock, worth $2.7 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
53,257
Previous 95,757
44.38%
Holding current value
$2.7 Million
Previous $4.81 Million
46.72%
% of portfolio
0.11%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.99 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$1.66 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