Avantax Advisory Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 102,130 shares of VTEB stock, worth $5.12 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
102,130
Previous 169,037
39.58%
Holding current value
$5.12 Million
Previous $8.39 Million
40.3%
% of portfolio
0.03%
Previous 0.05%
Shares
20 transactions
Others Institutions Holding VTEB
# of Institutions
1,336Shares 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$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio