Diversify Advisory Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Diversify Advisory Services, LLC
- $1.82 Trillion
- Q2 2024
A detailed history of Diversify Advisory Services, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 37,359 shares of VTEB stock, worth $1.9 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
37,359
Previous 53,035
29.56%
Holding current value
$1.9 Million
Previous $2.67 Billion
29.65%
% of portfolio
0.1%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,141Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio