Beaumont Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Beaumont Financial Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 42,357 shares of VTEB stock, worth $2.14 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
42,357
Previous 42,277
0.19%
Holding current value
$2.14 Million
Previous $2.12 Million
2.22%
% of portfolio
0.2%
Previous 0.19%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.78 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.6 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio