Bright Financial Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Bright Financial Advisors, Inc.
- $163 Billion
- Q1 2025
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 6,255 shares of VTEB stock, worth $305,244. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,255
Previous 9,727
35.69%
Holding current value
$305,244
Previous $488 Million
36.35%
% of portfolio
0.19%
Previous 0.31%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio