Bright Financial Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Bright Financial Advisors, Inc.
- $142 Billion
- Q2 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 10,654 shares of VTEB stock, worth $543,460. This represents 0.38% of its overall portfolio holdings.
Number of Shares
10,654
Previous 10,640
0.13%
Holding current value
$543,460
Previous $530 Million
0.8%
% of portfolio
0.38%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.81 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.62 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.31 Billion1.37% of portfolio