Astoria Strategic Wealth, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Astoria Strategic Wealth, Inc.
- $340 Million
- Q1 2025
A detailed history of Astoria Strategic Wealth, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Astoria Strategic Wealth, Inc. holds 579,006 shares of VTEB stock, worth $28.5 Million. This represents 8.45% of its overall portfolio holdings.
Number of Shares
579,006
Previous 576,796
0.38%
Holding current value
$28.5 Million
Previous $28.9 Million
0.64%
% of portfolio
8.45%
Previous 8.6%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,316Shares Held
552MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.87 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.66 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.61 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC22.9MShares$1.13 Billion3.25% of portfolio