Tpg Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Tpg Financial Advisors, LLC
- $257 Million
- Q3 2025
A detailed history of Tpg Financial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 64,217 shares of VTEB stock, worth $3.23 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
64,217
Previous 64,217
-0.0%
Holding current value
$3.23 Million
Previous $3.15 Million
2.13%
% of portfolio
1.25%
Previous 1.31%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
603MCall 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