Bdo Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Bdo Wealth Advisors, LLC
- $867 Million
- Q2 2023
A detailed history of Bdo Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 15,720 shares of VTEB stock, worth $781,441. This represents 0.09% of its overall portfolio holdings.
Number of Shares
15,720
Previous 15,600
0.77%
Holding current value
$781,441
Previous $790,000
0.13%
% of portfolio
0.09%
Previous 0.1%
Shares
16 transactions
Others Institutions Holding VTEB
# of Institutions
1,179Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.71 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.62 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.57 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.57 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.24 Billion1.27% of portfolio