Warren Averett Asset Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Warren Averett Asset Management, LLC
- $6.36 Billion
- Q4 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 673,996 shares of VTEB stock, worth $33.6 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
673,996
Previous 57,200
1078.31%
Holding current value
$33.6 Million
Previous $2.92 Million
1055.51%
% of portfolio
0.53%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,302Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.92 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.67 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.63 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.25 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.03 Billion0.39% of portfolio