Atlas Legacy Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Atlas Legacy Advisors, LLC
- $394 Billion
- Q1 2025
A detailed history of Atlas Legacy Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Atlas Legacy Advisors, LLC holds 7,629 shares of VTEB stock, worth $372,295. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,629
Previous 9,416
18.98%
Holding current value
$372,295
Previous $472 Million
19.85%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 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$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio