Aveo Capital Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Aveo Capital Partners, LLC
- $528 Million
- Q1 2025
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 28,993 shares of VTEB stock, worth $1.42 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
28,993
Previous 93,613
69.03%
Holding current value
$1.42 Million
Previous $4.69 Million
69.35%
% of portfolio
0.27%
Previous 0.55%
Shares
19 transactions
Others Institutions Holding VTEB
# of Institutions
1,325Shares Held
560MCall Options Held
116KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.72 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.2 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio