Beacon Pointe Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Beacon Pointe Advisors, LLC
- $9.37 Billion
- Q2 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 514,995 shares of VTEB stock, worth $25.8 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
514,995
Previous 477,847
7.77%
Holding current value
$25.8 Million
Previous $23.7 Million
6.5%
% of portfolio
0.27%
Previous 0.27%
Shares
16 transactions
Others Institutions Holding VTEB
# of Institutions
1,331Shares Held
564MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.87 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio