Cliftonlarsonallen Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.66 Billion
- Q2 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 3,353,311 shares of VTEB stock, worth $170 Million. This represents 3.6% of its overall portfolio holdings.
Number of Shares
3,353,311
Previous 3,124,553
7.32%
Holding current value
$170 Million
Previous $158 Million
6.28%
% of portfolio
3.6%
Previous 3.6%
Shares
17 transactions
Others Institutions Holding VTEB
# of Institutions
1,141Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio