Bristlecone Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Bristlecone Advisors, LLC
- $1.21 Billion
- Q1 2025
A detailed history of Bristlecone Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Bristlecone Advisors, LLC holds 129,476 shares of VTEB stock, worth $6.32 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
129,476
Previous 122,110
6.03%
Holding current value
$6.32 Million
Previous $6.12 Million
4.95%
% of portfolio
0.53%
Previous 0.48%
Shares
19 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