Bright Financial Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Bright Financial Advisors, Inc.
- $157 Billion
- Q3 2024
A detailed history of Bright Financial Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Bright Financial Advisors, Inc. holds 9,927 shares of VTEB stock, worth $496,647. This represents 0.32% of its overall portfolio holdings.
Number of Shares
9,927
Previous 10,654
6.82%
Holding current value
$496,647
Previous $534 Million
4.95%
% of portfolio
0.32%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,185Shares Held
511MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio