Apriem Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History

Apriem Advisors

$849 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$49.13 - $51.51 $196,520 - $206,040	-4,000 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$51.44 - $54.88 $205,760 - $219,520	4,000 New	4,000 $206,000

Others Institutions Holding VTEB

# of Institutions

1,176

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.8 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.66 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.61 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.61 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.27 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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