United Advisor Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, United Advisor Group, LLC holds 13,128 shares of VTEB stock, worth $656,006. This represents 0.16% of its overall portfolio holdings.
Number of Shares
13,128
Previous 16,279
19.36%
Holding current value
$656,006
Previous $815,000
17.67%
% of portfolio
0.16%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio