Alliance Wealth Management Group Vanguard Mun Bd Fds Tax Exempt Transaction History

Alliance Wealth Management Group

$358 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	N/A	-5,000 Closed	0 $0
Q4 2017 Jan 31, 2018	SELL	N/A	-5,000 Reduced 50.0%	5,000 $258,000
Q3 2017 Nov 09, 2017	BUY	N/A	10,000	10,000 $516,000

Others Institutions Holding VTEB

# of Institutions

1,142

Shares Held

493M

Call Options Held

21.1K

Put Options Held

21.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.82 Billion
0.33% of portfolio
Northwestern Mutual Wealth Management CO

31.7M
Shares

$1.62 Billion
1.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

30.6M
Shares

$1.56 Billion
0.3% of portfolio
Wealthfront Advisers LLC

30M
Shares

$1.53 Billion
5.06% of portfolio
Creative Planning Overland Park, KS

25.6M
Shares

$1.31 Billion
1.37% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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