Aveo Capital Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Aveo Capital Partners, LLC
- $844 Million
- Q2 2024
A detailed history of Aveo Capital Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 42,583 shares of VTEB stock, worth $2.14 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
42,583
Previous 49,850
14.58%
Holding current value
$2.14 Million
Previous $2.52 Million
15.42%
% of portfolio
0.25%
Previous 0.29%
Shares
16 transactions
Others Institutions Holding VTEB
# of Institutions
1,153Shares Held
495MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.76 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.59 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.54 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio