4 Wealth Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
4 Wealth Advisors, Inc.
- $112 Billion
- Q3 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 $672,728. This represents 0.6% of its overall portfolio holdings.
Number of Shares
13,369
Previous 13,369
-0.0%
Holding current value
$672,728
Previous $655 Million
2.12%
% of portfolio
0.6%
Previous 0.67%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,346Shares Held
564MCall Options Held
124KPut Options Held
57.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio