Avestar Capital, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Avestar Capital, LLC

$1.12 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 20, 2023	BUY	$49.32 - $51.02 $2,268 - $2,346	46 Added 0.71%	6,550 $331,000
Q4 2022 Jan 20, 2023	BUY	$47.5 - $50.06 $308,940 - $325,590	6,504 New	6,504 $0

Others Institutions Holding VTEB

# of Institutions

1,286

Shares Held

542M

Call Options Held

34.6K

Put Options Held

62.2K

Jpmorgan Chase & CO New York, NY

78.7M
Shares

$3.95 Billion
0.32% of portfolio
Northwestern Mutual Wealth Management CO

33.6M
Shares

$1.69 Billion
1.43% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.7M
Shares

$1.64 Billion
0.31% of portfolio
Creative Planning Overland Park, KS

25.1M
Shares

$1.26 Billion
1.23% of portfolio
Raymond James Financial Inc St. Petersburg, FL

20.8M
Shares

$1.04 Billion
0.39% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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