Alliance Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Alliance Wealth Advisors, LLC
- $211 Million
- Q2 2025
A detailed history of Alliance Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Alliance Wealth Advisors, LLC holds 25,000 shares of VTEB stock, worth $1.21 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
25,000
Previous 28,000
10.71%
Holding current value
$1.21 Million
Previous $1.39 Million
11.68%
% of portfolio
0.58%
Previous 0.73%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,338Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.75 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.5 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.27 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio