Collective Family Office LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Collective Family Office LLC
- $336 Million
- Q2 2024
A detailed history of Collective Family Office LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Collective Family Office LLC holds 34,340 shares of VTEB stock, worth $1.76 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
34,340
Previous 38,240
10.2%
Holding current value
$1.76 Million
Previous $1.93 Million
11.07%
% of portfolio
0.51%
Previous 0.63%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.82 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.62 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.31 Billion1.37% of portfolio