Advyzon Investment Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Advyzon Investment Management, LLC
- $452 Billion
- Q2 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 59,456 shares of VTEB stock, worth $2.99 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
59,456
Previous 65,457
9.17%
Holding current value
$2.99 Million
Previous $3.25 Billion
10.25%
% of portfolio
0.65%
Previous 1.15%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,337Shares Held
560MCall Options Held
124KPut Options Held
62.8K-
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