W Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
W Advisors, LLC
- $159 Million
- Q4 2024
A detailed history of W Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, W Advisors, LLC holds 27,503 shares of VTEB stock, worth $1.38 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
27,503
Previous 33,176
17.1%
Holding current value
$1.38 Million
Previous $1.7 Million
18.7%
% of portfolio
0.86%
Previous 1.05%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,212Shares Held
515MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 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