Merkkuri Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Merkkuri Wealth Advisors LLC
- $127 Billion
- Q3 2024
A detailed history of Merkkuri Wealth Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 11,451 shares of VTEB stock, worth $575,069. This represents 0.46% of its overall portfolio holdings.
Number of Shares
11,451
Previous 11,249
1.8%
Holding current value
$575,069
Previous $564 Million
3.83%
% of portfolio
0.46%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,153Shares Held
494MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.59 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.53 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio