Allegiance Financial Group Advisory Services LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Allegiance Financial Group Advisory Services LLC
- $287 Billion
- Q3 2024
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 13,697 shares of VTEB stock, worth $686,082. This represents 0.24% of its overall portfolio holdings.
Number of Shares
13,697
Previous 15,885
13.77%
Holding current value
$686,082
Previous $796 Million
12.03%
% of portfolio
0.24%
Previous 0.3%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio