Claro Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Claro Advisors LLC
- $667 Million
- Q1 2025
A detailed history of Claro Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Claro Advisors LLC holds 18,187 shares of VTEB stock, worth $887,525. This represents 0.14% of its overall portfolio holdings.
Number of Shares
18,187
Previous 24,047
24.37%
Holding current value
$887,525
Previous $1.21 Million
25.15%
% of portfolio
0.14%
Previous 0.18%
Shares
8 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