Acorn Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Acorn Wealth Advisors, LLC
- $226 Million
- Q4 2024
A detailed history of Acorn Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 5,612 shares of VTEB stock, worth $281,329. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,612
Previous 7,412
24.28%
Holding current value
$281,329
Previous $378,000
25.66%
% of portfolio
0.12%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,224Shares Held
516MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio