Beacon Pointe Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Beacon Pointe Advisors, LLC
- $8.76 Billion
- Q1 2025
A detailed history of Beacon Pointe Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 477,847 shares of VTEB stock, worth $23.3 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
477,847
Previous 525,711
9.1%
Holding current value
$23.3 Million
Previous $26.4 Million
10.03%
% of portfolio
0.27%
Previous 0.3%
Shares
15 transactions
Others Institutions Holding VTEB
# of Institutions
1,327Shares Held
564MCall Options Held
17KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.27 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio