Centerpoint Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Centerpoint Advisors, LLC

$286 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 14, 2022	BUY	$54.5 - $55.03 $21,364 - $21,571	392 Added 6533.33%	398 $22,000
Q2 2021 Jul 26, 2021	BUY	$54.58 - $55.46 $327 - $332	6 New	6 $0

Others Institutions Holding VTEB

# of Institutions

1,286

Shares Held

542M

Call Options Held

34.6K

Put Options Held

62.2K

Jpmorgan Chase & CO New York, NY

78.7M
Shares

$3.95 Billion
0.32% of portfolio
Northwestern Mutual Wealth Management CO

33.6M
Shares

$1.69 Billion
1.43% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.7M
Shares

$1.64 Billion
0.31% of portfolio
Creative Planning Overland Park, KS

25.1M
Shares

$1.26 Billion
1.23% of portfolio
Raymond James Financial Inc St. Petersburg, FL

20.8M
Shares

$1.04 Billion
0.39% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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