Claro Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Claro Advisors LLC
- $662 Million
- Q4 2024
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 24,047 shares of VTEB stock, worth $1.21 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
24,047
Previous 21,682
10.91%
Holding current value
$1.21 Million
Previous $1.11 Million
8.75%
% of portfolio
0.18%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio