4 Wealth Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
4 Wealth Advisors, Inc.
- $98.4 Billion
- Q2 2025
A detailed history of 4 Wealth Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 13,369 shares of VTEB stock, worth $653,209. This represents 0.67% of its overall portfolio holdings.
Number of Shares
13,369
Previous 12,899
3.64%
Holding current value
$653,209
Previous $640 Million
2.41%
% of portfolio
0.67%
Previous 0.7%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,337Shares Held
562MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio