Avantax Advisory Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
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 155,874 shares of VTEB stock, worth $7.88 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
155,874
Previous 94,317
65.27%
Holding current value
$7.88 Million
Previous $4.73 Million
68.6%
% of portfolio
0.05%
Previous 0.03%
Shares
17 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.78 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.6 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio