Bordeaux Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Bordeaux Wealth Advisors LLC
- $777 Million
- Q2 2025
A detailed history of Bordeaux Wealth Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 8,347 shares of VTEB stock, worth $407,834. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,347Holding current value
$407,834% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
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Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
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Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
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Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio