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 $419,186. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,347Holding current value
$419,186% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,336Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.88 Billion0.3% of portfolio
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Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
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Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
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Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio