Allegiance Financial Group Advisory Services LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Allegiance Financial Group Advisory Services LLC
- $378 Billion
- Q2 2025
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 14,032 shares of VTEB stock, worth $685,603. This represents 0.18% of its overall portfolio holdings.
Number of Shares
14,032
Previous 13,988
0.31%
Holding current value
$685,603
Previous $694 Million
0.88%
% of portfolio
0.18%
Previous 0.21%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
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, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio