Clearstead Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Clearstead Advisors, LLC
- $6.94 Billion
- Q2 2025
A detailed history of Clearstead Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Clearstead Advisors, LLC holds 152,358 shares of VTEB stock, worth $7.44 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
152,358
Previous 205,056
25.7%
Holding current value
$7.44 Million
Previous $10.2 Million
26.58%
% of portfolio
0.11%
Previous 0.16%
Shares
19 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio