Tpg Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Tpg Financial Advisors, LLC
- $226 Million
- Q1 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 88,864 shares of VTEB stock, worth $4.3 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
88,864
Previous 67,477
31.7%
Holding current value
$4.3 Million
Previous $3.38 Million
30.16%
% of portfolio
1.95%
Previous 1.47%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,307Shares Held
556MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.81 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.63 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.58 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.22 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.19 Billion3.61% of portfolio