Sunesis Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sunesis Advisors, LLC
- $163 Million
- Q4 2024
A detailed history of Sunesis Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sunesis Advisors, LLC holds 51,928 shares of VTEB stock, worth $2.61 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
51,928
Previous 51,998
0.13%
Holding current value
$2.61 Million
Previous $2.66 Million
2.07%
% of portfolio
1.59%
Previous 1.61%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,286Shares Held
542MCall Options Held
34.6KPut Options Held
62.2K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 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$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio