180 Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
180 Wealth Advisors, LLC
- $632 Million
- Q4 2024
A detailed history of 180 Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 5,320 shares of VTEB stock, worth $267,223. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,320
Previous 5,480
2.92%
Holding current value
$267,223
Previous $280,000
5.0%
% of portfolio
0.04%
Previous 0.04%
Shares
24 transactions
Others Institutions Holding VTEB
# of Institutions
1,238Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio