Alera Investment Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Alera Investment Advisors, LLC
- $838 Million
- Q3 2024
A detailed history of Alera Investment Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 194,084 shares of VTEB stock, worth $9.48 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
194,084
Previous 206,208
5.88%
Holding current value
$9.48 Million
Previous $10.3 Million
3.99%
% of portfolio
1.18%
Previous 1.26%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,325Shares Held
560MCall Options Held
116KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.72 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.2 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio