Atria Wealth Solutions, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Atria Wealth Solutions, Inc.
- $4.15 Billion
- Q2 2025
A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 84,034 shares of VTEB stock, worth $4.21 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
84,034
Previous 132,878
36.76%
Holding current value
$4.21 Million
Previous $6.59 Million
37.51%
% of portfolio
0.1%
Previous 0.08%
Shares
18 transactions
Others Institutions Holding VTEB
# of Institutions
1,331Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.87 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio