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 $704,687. This represents 0.18% of its overall portfolio holdings.
Number of Shares
14,032
Previous 13,988
0.31%
Holding current value
$704,687
Previous $694 Million
0.88%
% of portfolio
0.18%
Previous 0.21%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,336Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.88 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