Advyzon Investment Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Advyzon Investment Management, LLC
- $283 Billion
- Q1 2025
A detailed history of Advyzon Investment Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 65,457 shares of VTEB stock, worth $3.2 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
65,457
Previous 78,003
16.08%
Holding current value
$3.2 Million
Previous $3.91 Billion
16.94%
% of portfolio
1.15%
Previous 1.51%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,331Shares Held
563MCall Options Held
17KPut Options Held
599K-
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