Avion Wealth Vanguard Mun Bd Fds Tax Exempt Transaction History

Avion Wealth

$382 Million
Q3 2024

A detailed history of Avion Wealth transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Avion Wealth holds 11 shares of VTEB stock, worth $556. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 11 -0.0%

Holding current value

$556

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 27, 2021	BUY	$54.58 - $55.46 $600 - $610	11 New	11 $1,000

Others Institutions Holding VTEB

# of Institutions

1,175

Shares Held

508M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.78 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.65 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.6 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.6 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.26 Billion
1.27% of portfolio

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.

Account